+179.3%
KO vs SUI
+101.8%
+77.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +0.2% | -4.2% | +4.4% | +1.6% |
| 30D | +1.8% | -3.3% | +5.1% | +2.8% |
| 3M | +7.7% | -8.2% | +15.9% | +10.5% |
| 6M | +15.3% | -14.5% | +29.7% | +20.8% |
| YTD | +28.0% | -5.9% | +33.9% | +30.1% |
| 1Y | +34.3% | -9.7% | +44.0% | +38.1% |
| 3Y | +63.8% | +7.7% | +56.1% | +56.4% |
| 5Y | +84.1% | -31.9% | +115.9% | +101.8% |
| All | +179.3% | +101.8% | +77.5% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded SUI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling