+81.6%
KO vs SUI
-32.1%
+113.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | +0.4% | -3.1% | +3.5% | +1.2% |
| 30D | +1.5% | -2.3% | +3.8% | +2.1% |
| 3M | +11.8% | -2.8% | +14.6% | +12.6% |
| 6M | +16.2% | -12.4% | +28.6% | +19.9% |
| YTD | +28.1% | -3.3% | +31.4% | +28.9% |
| 1Y | +34.8% | -5.8% | +40.6% | +36.4% |
| 3Y | +65.5% | +12.5% | +53.0% | +58.0% |
| 5Y | +81.6% | -32.9% | +114.4% | +98.3% |
| All | +81.6% | -32.1% | +113.7% | +98.3% |
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