+33.6%
KO vs RVTY
+46.5%
-13.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.7% | +0.2% |
| 7D | -1.1% | -7.4% | +6.3% | -1.4% |
| 30D | +1.6% | +4.5% | -2.9% | +1.7% |
| 3M | +5.8% | +19.5% | -13.7% | +6.6% |
| 6M | +14.3% | +34.1% | -19.8% | +15.6% |
| YTD | +27.3% | +25.3% | +2.1% | +27.6% |
| All | +33.6% | +46.5% | -13.0% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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