+43.2%
KO vs SOLS
+37.2%
+6.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.5% | +7.6% | +0.8% |
| 7D | +4.4% | -8.8% | +13.2% | +4.1% |
| 30D | +10.7% | -0.6% | +11.4% | +10.6% |
| 3M | +11.3% | -9.0% | +20.4% | +11.1% |
| 6M | +24.0% | -28.7% | +52.7% | +24.3% |
| YTD | +39.7% | +19.2% | +20.5% | +37.1% |
| 1Y | +43.2% | +32.6% | +10.6% | +39.8% |
| All | +43.2% | +37.2% | +6.0% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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