+86.8%
KO vs SUI
+17.9%
+68.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.9% |
| 7D | +1.8% | -2.4% | +4.3% | +2.5% |
| 30D | +8.7% | +3.3% | +5.3% | +7.7% |
| 3M | +13.5% | +0.7% | +12.8% | +13.2% |
| 6M | +25.6% | -4.1% | +29.7% | +26.5% |
| YTD | +42.3% | -1.8% | +44.1% | +42.5% |
| 1Y | +39.9% | -4.1% | +43.9% | +40.7% |
| All | +86.8% | +17.9% | +68.9% | +83.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling