+33.6%
KO vs HOOD
-3.9%
+37.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.2% |
| 7D | -1.1% | -9.1% | +8.0% | -1.6% |
| 30D | +1.6% | +20.1% | -18.5% | +2.7% |
| 3M | +5.8% | +31.2% | -25.5% | +7.7% |
| 6M | +14.3% | +44.3% | -30.0% | +17.3% |
| YTD | +27.3% | +0.2% | +27.1% | +29.5% |
| All | +33.6% | -3.9% | +37.4% | +34.0% |
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