+83.1%
KO vs OPEN
-85.3%
+168.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +7.0% | +0.4% |
| 7D | -1.1% | -10.5% | +9.4% | -1.0% |
| 30D | +1.6% | -21.8% | +23.3% | +1.7% |
| 3M | +5.8% | -37.5% | +43.3% | +6.1% |
| 6M | +14.3% | -44.1% | +58.4% | +14.7% |
| YTD | +27.3% | -52.0% | +79.3% | +27.8% |
| 1Y | +33.2% | -52.2% | +85.4% | +33.2% |
| 3Y | +64.5% | -25.9% | +90.4% | +61.1% |
| 5Y | +83.1% | -85.1% | +168.2% | +75.2% |
| All | +83.1% | -85.3% | +168.4% | +75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling