+34.3%
KO vs HUBS
-54.3%
+88.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | +0.2% | -9.0% | +9.2% | +0.2% |
| 30D | +1.8% | +7.2% | -5.4% | +1.9% |
| 3M | +7.7% | +20.9% | -13.2% | +8.3% |
| 6M | +15.3% | -13.0% | +28.3% | +14.7% |
| YTD | +28.0% | -43.8% | +71.8% | +26.3% |
| 1Y | +34.3% | -54.6% | +88.9% | +31.0% |
| All | +34.3% | -54.3% | +88.6% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 1y: compounded portfolio wealth divided by compounded HUBS 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…
1y analysis · Full analysis span regression · 6 months rolling