+32.7%
KO vs EQT
+7.9%
+24.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.8% |
| 7D | -1.8% | +1.1% | -2.9% | -1.8% |
| 30D | +1.4% | +7.7% | -6.3% | +1.3% |
| 3M | +15.4% | +0.2% | +15.2% | +15.3% |
| 6M | +14.3% | -9.5% | +23.8% | +14.6% |
| YTD | +27.7% | +3.8% | +23.8% | +27.5% |
| 1Y | +32.7% | +7.8% | +24.9% | +32.4% |
| All | +32.7% | +7.9% | +24.8% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling