+81.6%
KO vs EEM
+43.4%
+38.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.5% |
| 7D | -1.1% | -0.7% | -0.4% | -1.1% |
| 30D | +1.6% | +2.4% | -0.8% | +1.3% |
| 3M | +5.8% | +4.2% | +1.6% | +5.1% |
| 6M | +14.3% | +14.8% | -0.5% | +11.4% |
| YTD | +27.3% | +23.1% | +4.2% | +22.7% |
| 1Y | +33.2% | +32.5% | +0.6% | +26.5% |
| 3Y | +64.5% | +85.9% | -21.4% | +44.8% |
| All | +81.6% | +43.4% | +38.2% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded EEM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling