+43.2%
KO vs SPOT
+0.4%
+42.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.6% | -3.5% | +0.9% |
| 7D | +4.4% | +16.6% | -12.1% | +4.0% |
| 30D | +10.7% | +29.9% | -19.2% | +10.2% |
| 3M | +11.3% | +31.3% | -19.9% | +11.0% |
| 6M | +24.0% | +43.2% | -19.2% | +24.5% |
| YTD | +39.7% | +8.1% | +31.6% | +38.7% |
| 1Y | +43.2% | -0.3% | +43.5% | +43.6% |
| All | +43.2% | +0.4% | +42.8% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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