+4,250.2%
KO vs GEN
+8,593.9%
-4,343.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +3.1% | +0.5% |
| 7D | +0.4% | -0.7% | +1.1% | +0.5% |
| 30D | +1.5% | +2.6% | -1.1% | +1.3% |
| 3M | +11.8% | +15.8% | -4.0% | +10.6% |
| 6M | +16.2% | +33.1% | -16.9% | +13.6% |
| YTD | +28.1% | +11.3% | +16.8% | +26.6% |
| 1Y | +34.8% | +1.7% | +33.1% | +34.0% |
| 3Y | +65.5% | +58.1% | +7.3% | +58.6% |
| 5Y | +81.6% | +20.6% | +60.9% | +76.4% |
| 10Y | +176.7% | +149.0% | +27.7% | +151.1% |
| All | +4,250.2% | +8,593.9% | -4,343.7% | +2,184.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling