+25.2%
KO vs HOOD
+1.0%
+24.2%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.3% | +6.1% | +1.6% |
| 7D | +3.7% | -3.8% | +7.5% | +3.5% |
| 30D | +8.1% | -23.0% | +31.1% | +6.6% |
| 3M | +14.2% | -21.6% | +35.9% | +13.2% |
| 6M | +25.2% | +1.4% | +23.8% | +30.2% |
| All | +25.2% | +1.0% | +24.2% | +30.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling