+33.6%
KO vs RKT
-38.3%
+71.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.3% |
| 7D | -1.1% | -7.2% | +6.1% | -1.0% |
| 30D | +1.6% | -7.9% | +9.5% | +1.6% |
| 3M | +5.8% | +5.2% | +0.6% | +5.8% |
| 6M | +14.3% | -14.9% | +29.2% | +14.6% |
| YTD | +27.3% | -31.9% | +59.2% | +26.5% |
| All | +33.6% | -38.3% | +71.8% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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