+62.9%
KO vs HRB
+25.2%
+37.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.4% |
| 7D | -1.1% | -12.2% | +11.1% | -0.4% |
| 30D | +1.6% | -3.0% | +4.5% | +1.7% |
| 3M | +5.8% | +21.7% | -16.0% | +4.7% |
| 6M | +14.3% | +52.3% | -38.0% | +12.3% |
| YTD | +27.3% | +6.5% | +20.8% | +28.9% |
| 1Y | +33.2% | -6.7% | +39.8% | +36.7% |
| All | +62.9% | +25.2% | +37.7% | +61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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