+4,210.3%
KO vs GE
+2,874.7%
+1,335.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.2% |
| 7D | -0.8% | -1.2% | +0.5% | -0.5% |
| 30D | +0.8% | -11.3% | +12.0% | +3.6% |
| 3M | +8.3% | -1.4% | +9.7% | +8.2% |
| 6M | +14.0% | +1.2% | +12.8% | +12.5% |
| YTD | +26.9% | +5.9% | +21.0% | +23.3% |
| 1Y | +32.7% | +18.4% | +14.3% | +25.0% |
| 3Y | +63.9% | +271.0% | -207.0% | +11.5% |
| 5Y | +81.7% | +417.9% | -336.2% | +10.4% |
| 10Y | +183.0% | +152.0% | +31.1% | +92.6% |
| All | +4,210.3% | +2,874.7% | +1,335.6% | +528.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling