+43.2%
KO vs FLNC
-69.0%
+112.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.2% | -9.1% | +1.6% |
| 7D | +4.4% | -2.1% | +6.5% | +4.4% |
| 30D | +10.7% | -20.8% | +31.5% | +9.8% |
| 3M | +11.3% | -61.3% | +72.7% | +7.1% |
| 6M | +24.0% | -50.9% | +74.9% | +21.1% |
| YTD | +39.7% | -69.4% | +109.1% | +34.9% |
| 1Y | +43.2% | -68.4% | +111.6% | +37.4% |
| All | +43.2% | -69.0% | +112.2% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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