+102.9%
KO vs OPEN
-94.8%
+197.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.6% | +5.5% | +1.9% |
| 7D | +3.7% | -15.0% | +18.7% | +3.9% |
| 30D | +8.1% | -40.2% | +48.3% | +8.5% |
| 3M | +14.2% | -67.4% | +81.6% | +15.1% |
| 6M | +25.2% | -74.0% | +99.2% | +26.3% |
| YTD | +44.7% | -79.6% | +124.3% | +46.2% |
| 1Y | +43.4% | -86.1% | +129.5% | +45.2% |
| 3Y | +90.1% | -41.4% | +131.4% | +85.1% |
| All | +102.9% | -94.8% | +197.8% | +104.6% |
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