+43.6%
KO vs MRSH
+18.1%
+25.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.3% | -2.3% | +0.3% |
| 7D | +4.4% | +9.4% | -5.0% | +2.2% |
| 30D | +10.7% | +23.4% | -12.7% | +5.7% |
| 3M | +11.3% | +9.9% | +1.4% | +8.8% |
| 6M | +24.0% | +26.0% | -2.0% | +18.8% |
| YTD | +39.7% | +15.2% | +24.5% | +35.5% |
| All | +43.6% | +18.1% | +25.4% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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