+43.2%
KO vs O
+8.1%
+35.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.0% | -1.9% | -0.6% |
| 7D | +4.4% | +5.8% | -1.4% | +1.2% |
| 30D | +10.7% | +10.7% | +0.1% | +4.7% |
| 3M | +11.3% | -4.5% | +15.8% | +14.1% |
| 6M | +24.0% | -4.1% | +28.2% | +26.5% |
| YTD | +39.7% | +9.8% | +29.9% | +36.1% |
| 1Y | +43.2% | +11.3% | +31.9% | +37.0% |
| All | +43.2% | +8.1% | +35.1% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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