+62.9%
KO vs SNPS
-13.6%
+76.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.4% |
| 7D | -1.1% | -4.6% | +3.5% | -1.3% |
| 30D | +1.6% | -3.3% | +4.9% | +1.5% |
| 3M | +5.8% | -13.8% | +19.5% | +5.2% |
| 6M | +14.3% | -8.2% | +22.5% | +14.1% |
| YTD | +27.3% | -15.4% | +42.8% | +26.8% |
| 1Y | +33.2% | +2.4% | +30.8% | +33.2% |
| All | +62.9% | -13.6% | +76.6% | +55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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