+83.1%
KO vs HTZ
-82.6%
+165.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.4% | +8.3% | 0.0% |
| 7D | +1.7% | -14.6% | +16.3% | +1.7% |
| 30D | +11.5% | -20.8% | +32.3% | +11.6% |
| 3M | +10.8% | -18.8% | +29.6% | +10.8% |
| 6M | +22.3% | -74.7% | +96.9% | +23.2% |
| YTD | +39.5% | -68.1% | +107.6% | +40.1% |
| 1Y | +42.2% | -73.5% | +115.7% | +43.1% |
| 3Y | +83.1% | -81.8% | +164.9% | +84.4% |
| All | +83.1% | -82.6% | +165.6% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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