+62.9%
KO vs HDB
-31.0%
+93.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.4% |
| 7D | -1.1% | -6.2% | +5.1% | -0.7% |
| 30D | +1.6% | -6.2% | +7.8% | +2.0% |
| 3M | +5.8% | -5.9% | +11.6% | +5.9% |
| 6M | +14.3% | -25.9% | +40.2% | +16.5% |
| YTD | +27.3% | -40.2% | +67.5% | +31.8% |
| 1Y | +33.2% | -38.0% | +71.2% | +37.5% |
| All | +62.9% | -31.0% | +93.9% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 3y: compounded portfolio wealth divided by compounded HDB 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…
3y analysis · Full analysis span regression · 6 months rolling