+43.2%
KO vs OPEN
-72.7%
+115.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +13.8% | -12.7% | +1.1% |
| 7D | +4.4% | +3.7% | +0.8% | +4.4% |
| 30D | +10.7% | -14.3% | +25.0% | +10.6% |
| 3M | +11.3% | -51.9% | +63.3% | +10.7% |
| 6M | +24.0% | -61.4% | +85.5% | +23.1% |
| YTD | +39.7% | -66.0% | +105.7% | +38.9% |
| 1Y | +43.2% | -71.4% | +114.6% | +42.3% |
| All | +43.2% | -72.7% | +115.9% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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