+81.6%
KO vs RKT
-10.2%
+91.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.4% |
| 7D | -1.1% | -7.2% | +6.1% | -0.8% |
| 30D | +1.6% | -7.9% | +9.5% | +1.9% |
| 3M | +5.8% | +5.2% | +0.6% | +5.3% |
| 6M | +14.3% | -14.9% | +29.2% | +14.7% |
| YTD | +27.3% | -31.9% | +59.2% | +28.7% |
| 1Y | +33.2% | -36.9% | +70.1% | +34.9% |
| 3Y | +64.5% | +35.7% | +28.8% | +56.2% |
| All | +81.6% | -10.2% | +91.8% | +69.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling