+43.2%
KO vs SIRI
+59.9%
-16.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +8.4% | -7.4% | +0.5% |
| 7D | +4.4% | +22.3% | -17.8% | +3.0% |
| 30D | +10.7% | +26.9% | -16.2% | +9.0% |
| 3M | +11.3% | +9.6% | +1.7% | +10.4% |
| 6M | +24.0% | +27.2% | -3.1% | +23.0% |
| YTD | +39.7% | +72.4% | -32.7% | +36.1% |
| 1Y | +43.2% | +59.9% | -16.7% | +40.2% |
| All | +43.2% | +59.9% | -16.6% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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