+83.1%
KO vs GEN
+21.5%
+61.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | -1.1% | -4.3% | +3.2% | -0.7% |
| 30D | +1.6% | +3.8% | -2.2% | +1.2% |
| 3M | +5.8% | +22.3% | -16.5% | +3.8% |
| 6M | +14.3% | +39.0% | -24.7% | +10.7% |
| YTD | +27.3% | +11.9% | +15.4% | +26.1% |
| 1Y | +33.2% | +4.5% | +28.7% | +32.8% |
| 3Y | +64.5% | +59.0% | +5.5% | +54.1% |
| 5Y | +83.1% | +22.0% | +61.1% | +75.9% |
| All | +83.1% | +21.5% | +61.7% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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