+106.8%
KO vs HTZ
-92.5%
+199.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -8.4% | +8.3% | +0.1% |
| 7D | +1.7% | -14.6% | +16.3% | +1.9% |
| 30D | +11.5% | -20.8% | +32.3% | +11.8% |
| 3M | +10.8% | -18.8% | +29.6% | +10.9% |
| 6M | +22.3% | -74.7% | +96.9% | +24.6% |
| YTD | +39.5% | -68.1% | +107.6% | +41.1% |
| 1Y | +42.2% | -73.5% | +115.7% | +44.4% |
| 3Y | +83.1% | -81.8% | +164.9% | +85.9% |
| 5Y | +94.8% | -95.2% | +190.1% | +104.8% |
| All | +106.8% | -92.5% | +199.3% | +117.1% |
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