+63.8%
KO vs RTX
+161.7%
-97.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +0.2% | -1.5% | +1.8% | +0.4% |
| 30D | +1.8% | -11.0% | +12.8% | +3.0% |
| 3M | +7.7% | +7.7% | 0.0% | +6.7% |
| 6M | +15.3% | -3.9% | +19.2% | +15.8% |
| YTD | +28.0% | +9.0% | +19.0% | +26.5% |
| 1Y | +34.3% | +27.3% | +7.0% | +30.0% |
| 3Y | +63.8% | +172.9% | -109.1% | +35.3% |
| All | +63.8% | +161.7% | -97.9% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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