+34.3%
KO vs FTV
+14.7%
+19.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | +0.2% | -4.0% | +4.2% | +0.4% |
| 30D | +1.8% | -11.0% | +12.8% | +2.1% |
| 3M | +7.7% | -8.4% | +16.1% | +8.0% |
| 6M | +15.3% | -2.6% | +17.8% | +15.4% |
| YTD | +28.0% | -0.6% | +28.6% | +27.3% |
| 1Y | +34.3% | +11.0% | +23.3% | +32.1% |
| All | +34.3% | +14.7% | +19.5% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 2025-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded FTV 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling