+86.8%
KO vs RACE
+26.1%
+60.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | +1.8% | -3.9% | +5.7% | +2.2% |
| 30D | +8.7% | +6.8% | +1.9% | +8.1% |
| 3M | +13.5% | +1.3% | +12.2% | +13.3% |
| 6M | +25.6% | +26.3% | -0.7% | +23.4% |
| YTD | +42.3% | +13.8% | +28.5% | +40.7% |
| 1Y | +39.9% | -0.5% | +40.3% | +39.9% |
| All | +86.8% | +26.1% | +60.7% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 3y: compounded portfolio wealth divided by compounded RACE 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…
3y analysis · Full analysis span regression · 6 months rolling