+4,250.2%
KO vs HAL
+592.7%
+3,657.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +0.4% |
| 7D | +0.4% | +0.5% | -0.1% | +0.4% |
| 30D | +1.5% | +15.9% | -14.4% | -0.2% |
| 3M | +11.8% | -8.7% | +20.5% | +12.7% |
| 6M | +16.2% | +9.0% | +7.2% | +14.6% |
| YTD | +28.1% | +32.0% | -3.9% | +23.5% |
| 1Y | +34.8% | +72.5% | -37.7% | +25.8% |
| 3Y | +65.5% | -4.5% | +70.0% | +62.8% |
| 5Y | +81.6% | +109.7% | -28.1% | +58.9% |
| 10Y | +176.7% | +1.2% | +175.5% | +143.2% |
| All | +4,250.2% | +592.7% | +3,657.5% | +2,364.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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