+32.7%
KO vs FIG
-56.9%
+89.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.5% | -0.9% |
| 7D | -1.8% | -16.3% | +14.5% | -2.1% |
| 30D | +1.4% | -14.3% | +15.7% | +1.2% |
| 3M | +15.4% | +7.2% | +8.2% | +15.3% |
| 6M | +14.3% | -18.6% | +32.9% | +13.3% |
| YTD | +27.7% | -35.5% | +63.1% | +26.4% |
| 1Y | +32.7% | -55.8% | +88.5% | +28.7% |
| All | +32.7% | -56.9% | +89.5% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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