+4,224.1%
KO vs MKC
+3,311.3%
+912.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +0.5% |
| 7D | -1.1% | -2.8% | +1.7% | -0.3% |
| 30D | +1.6% | -3.4% | +4.9% | +2.5% |
| 3M | +5.8% | +3.8% | +2.0% | +4.5% |
| 6M | +14.3% | -17.9% | +32.2% | +20.4% |
| YTD | +27.3% | -23.6% | +50.9% | +36.6% |
| 1Y | +33.2% | -23.1% | +56.3% | +42.3% |
| 3Y | +64.5% | -31.5% | +96.0% | +79.9% |
| 5Y | +83.1% | -33.1% | +116.2% | +100.2% |
| 10Y | +183.9% | +29.3% | +154.6% | +156.1% |
| All | +4,224.1% | +3,311.3% | +912.8% | +1,777.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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