+99.1%
KO vs SUI
-27.1%
+126.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.1% |
| 6M | +25.6% | -4.1% | +29.7% | +26.7% |
| YTD | +42.3% | -1.8% | +44.1% | +42.5% |
| 1Y | +39.9% | -4.1% | +43.9% | +40.8% |
| 3Y | +87.5% | +17.4% | +70.1% | +77.1% |
| 5Y | +99.1% | -27.0% | +126.1% | +110.6% |
| All | +99.1% | -27.1% | +126.2% | +110.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling