+25.6%
KO vs IVV
+3.7%
+21.9%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +1.2% |
| 7D | +1.8% | -0.9% | +2.8% | +1.4% |
| 30D | +8.7% | -2.3% | +11.0% | +7.3% |
| 3M | +13.5% | -1.2% | +14.7% | +12.7% |
| 6M | +25.6% | +3.3% | +22.3% | +29.5% |
| All | +25.6% | +3.7% | +21.9% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 6mo: compounded portfolio wealth divided by compounded IVV 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…
6mo analysis · Full analysis span regression · 6 months rolling