+177.9%
KO vs ETSY
+423.3%
-245.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.2% | +0.3% |
| 7D | -1.1% | -12.7% | +11.6% | -0.5% |
| 30D | +1.6% | -9.9% | +11.5% | +2.0% |
| 3M | +5.8% | +4.2% | +1.6% | +5.5% |
| 6M | +14.3% | +34.2% | -19.9% | +12.4% |
| YTD | +27.3% | +29.1% | -1.8% | +25.3% |
| 1Y | +33.2% | +23.8% | +9.4% | +31.0% |
| 3Y | +64.5% | +6.6% | +57.8% | +61.3% |
| 5Y | +83.1% | -67.0% | +150.1% | +86.0% |
| All | +177.9% | +423.3% | -245.5% | +137.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 10y: compounded portfolio wealth divided by compounded ETSY 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…
10y analysis · Full analysis span regression · 6 months rolling