+189.0%
KO vs HUBS
+578.5%
-389.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.5% |
| 7D | -1.1% | -12.4% | +11.3% | -0.5% |
| 30D | +1.6% | +1.4% | +0.2% | +1.4% |
| 3M | +5.8% | +16.0% | -10.2% | +4.7% |
| 6M | +14.3% | -17.0% | +31.3% | +14.4% |
| YTD | +27.3% | -44.3% | +71.6% | +29.7% |
| 1Y | +33.2% | -54.3% | +87.5% | +36.9% |
| 3Y | +64.5% | -58.4% | +122.9% | +67.9% |
| 5Y | +83.1% | -66.7% | +149.8% | +84.6% |
| 10Y | +183.9% | +315.9% | -132.0% | +132.1% |
| All | +189.0% | +578.5% | -389.4% | +128.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling