+43.2%
KO vs IT
-17.9%
+61.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +1.0% |
| 7D | +4.4% | -5.5% | +9.9% | +4.7% |
| 30D | +10.7% | +10.3% | +0.4% | +10.3% |
| 3M | +11.3% | +11.5% | -0.2% | +10.8% |
| 6M | +24.0% | +40.3% | -16.2% | +22.0% |
| YTD | +39.7% | -17.9% | +57.6% | +38.8% |
| 1Y | +43.2% | -8.8% | +52.0% | +39.7% |
| All | +43.2% | -17.9% | +61.1% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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