+177.9%
KO vs SUI
+102.6%
+75.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.6% |
| 7D | -1.1% | -4.1% | +3.0% | +0.2% |
| 30D | +1.6% | -3.2% | +4.7% | +2.5% |
| 3M | +5.8% | -8.4% | +14.2% | +8.6% |
| 6M | +14.3% | -14.4% | +28.6% | +19.7% |
| YTD | +27.3% | -5.5% | +32.9% | +29.2% |
| 1Y | +33.2% | -7.3% | +40.5% | +35.8% |
| 3Y | +64.5% | +9.9% | +54.6% | +56.0% |
| 5Y | +83.1% | -31.6% | +114.7% | +100.5% |
| All | +177.9% | +102.6% | +75.2% | +115.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling