+89.2%
KO vs HTZ
-89.5%
+178.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.2% | -0.9% |
| 7D | -1.8% | +7.5% | -9.2% | -1.9% |
| 30D | +1.4% | +47.4% | -46.0% | +0.6% |
| 3M | +15.4% | -54.9% | +70.3% | +16.5% |
| 6M | +14.3% | -47.0% | +61.3% | +14.8% |
| YTD | +27.7% | -55.3% | +82.9% | +28.6% |
| 1Y | +32.7% | -57.6% | +90.3% | +33.5% |
| 3Y | +62.2% | -86.6% | +148.8% | +68.7% |
| 5Y | +80.0% | -86.1% | +166.1% | +86.6% |
| All | +89.2% | -89.5% | +178.8% | +97.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling