+32.7%
KO vs HOOD
+21.2%
+11.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.3% | -0.9% |
| 7D | -1.8% | +17.1% | -18.9% | -0.9% |
| 30D | +1.4% | +31.6% | -30.2% | +3.0% |
| 3M | +15.4% | +38.2% | -22.9% | +17.8% |
| 6M | +14.3% | +48.5% | -34.3% | +17.4% |
| YTD | +27.7% | +8.0% | +19.7% | +30.2% |
| 1Y | +32.7% | +18.7% | +14.0% | +34.5% |
| All | +32.7% | +21.2% | +11.5% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 1y: compounded portfolio wealth divided by compounded HOOD 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…
1y analysis · Full analysis span regression · 6 months rolling