+4,224.1%
KO vs EQT
+2,995.6%
+1,228.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | -1.1% | -1.2% | +0.1% | -1.0% |
| 30D | +1.6% | +1.1% | +0.5% | +1.4% |
| 3M | +5.8% | +4.8% | +1.0% | +5.1% |
| 6M | +14.3% | -10.6% | +24.9% | +15.4% |
| YTD | +27.3% | +3.4% | +23.9% | +26.4% |
| 1Y | +33.2% | +8.7% | +24.5% | +31.3% |
| 3Y | +64.5% | +35.0% | +29.5% | +55.8% |
| 5Y | +83.1% | +204.2% | -121.1% | +52.7% |
| 10Y | +183.9% | +52.5% | +131.4% | +141.6% |
| All | +4,224.1% | +2,995.6% | +1,228.5% | +2,101.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling