+43.2%
KO vs RSP
+21.9%
+21.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.7% |
| 7D | +4.4% | +2.7% | +1.7% | +3.8% |
| 30D | +10.7% | +5.8% | +5.0% | +9.5% |
| 3M | +11.3% | +1.8% | +9.5% | +10.8% |
| 6M | +24.0% | +11.6% | +12.4% | +22.4% |
| YTD | +39.7% | +18.0% | +21.7% | +35.8% |
| 1Y | +43.2% | +21.8% | +21.4% | +36.3% |
| All | +43.2% | +21.9% | +21.4% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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