+43.2%
KO vs MTB
+27.0%
+16.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +1.0% |
| 7D | +4.4% | +2.0% | +2.4% | +4.3% |
| 30D | +10.7% | +2.9% | +7.8% | +10.5% |
| 3M | +11.3% | -10.7% | +22.0% | +12.0% |
| 6M | +24.0% | +6.3% | +17.7% | +24.7% |
| YTD | +39.7% | +13.8% | +25.9% | +39.3% |
| 1Y | +43.2% | +27.7% | +15.5% | +38.3% |
| All | +43.2% | +27.0% | +16.3% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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