+763.0%
KO vs RSP
+1,139.7%
-376.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.6% |
| 7D | -1.8% | -0.8% | -1.0% | -1.4% |
| 30D | +1.4% | -0.3% | +1.8% | +1.6% |
| 3M | +15.4% | +4.3% | +11.1% | +12.8% |
| 6M | +14.3% | +8.8% | +5.5% | +9.2% |
| YTD | +27.7% | +15.3% | +12.4% | +18.3% |
| 1Y | +32.7% | +18.3% | +14.4% | +21.1% |
| 3Y | +62.2% | +52.8% | +9.4% | +27.8% |
| 5Y | +80.0% | +51.7% | +28.3% | +41.0% |
| 10Y | +175.6% | +208.5% | -32.8% | +47.4% |
| All | +763.0% | +1,139.7% | -376.7% | +136.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling