+82.6%
KO vs EQT
+192.5%
-110.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.6% |
| 7D | +0.2% | -2.0% | +2.2% | +0.3% |
| 30D | +1.8% | 0.0% | +1.8% | +1.8% |
| 3M | +7.7% | +5.9% | +1.7% | +7.4% |
| 6M | +15.3% | -14.8% | +30.0% | +15.9% |
| YTD | +28.0% | +1.8% | +26.2% | +27.8% |
| 1Y | +34.3% | +7.4% | +26.9% | +33.7% |
| 3Y | +63.8% | +33.6% | +30.2% | +60.6% |
| All | +82.6% | +192.5% | -110.0% | +73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling