+1,789.5%
KO vs FLEX
+7,857.5%
-6,068.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.4% | -4.1% | +0.1% |
| 7D | +0.4% | +7.0% | -6.6% | 0.0% |
| 30D | +1.5% | -5.8% | +7.3% | +1.8% |
| 3M | +11.8% | -24.2% | +36.0% | +13.2% |
| 6M | +16.2% | +90.8% | -74.6% | +9.8% |
| YTD | +28.1% | +89.2% | -61.1% | +20.8% |
| 1Y | +34.8% | +104.7% | -70.0% | +26.1% |
| 3Y | +65.5% | +478.1% | -412.6% | +41.9% |
| 5Y | +81.6% | +726.2% | -644.6% | +50.7% |
| 10Y | +176.7% | +1,060.6% | -883.9% | +118.1% |
| All | +1,789.5% | +7,857.5% | -6,068.0% | +1,154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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