+81.6%
KO vs GE
+419.1%
-337.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | -1.1% | -2.8% | +1.7% | -0.9% |
| 30D | +1.6% | -11.9% | +13.5% | +2.5% |
| 3M | +5.8% | +1.8% | +3.9% | +5.3% |
| 6M | +14.3% | -0.6% | +14.9% | +13.8% |
| YTD | +27.3% | +5.5% | +21.8% | +26.0% |
| 1Y | +33.2% | +15.0% | +18.2% | +30.5% |
| 3Y | +64.5% | +269.5% | -205.1% | +35.0% |
| All | +81.6% | +419.1% | -337.5% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 5y: compounded portfolio wealth divided by compounded GE 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…
5y analysis · Full analysis span regression · 6 months rolling