+209.2%
KO vs ETSY
+134.7%
+74.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.5% |
| 7D | +0.2% | -4.9% | +5.2% | +0.5% |
| 30D | +1.8% | -8.6% | +10.4% | +2.2% |
| 3M | +7.7% | +4.8% | +2.9% | +7.4% |
| 6M | +15.3% | +38.1% | -22.8% | +13.4% |
| YTD | +28.0% | +31.2% | -3.3% | +26.0% |
| 1Y | +34.3% | +22.1% | +12.2% | +32.3% |
| 3Y | +63.8% | +12.2% | +51.5% | +60.5% |
| 5Y | +84.1% | -66.5% | +150.5% | +86.6% |
| 10Y | +185.4% | +433.4% | -248.0% | +147.3% |
| All | +209.2% | +134.7% | +74.5% | +164.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling