+1,924.3%
KO vs SUI
+4,038.8%
-2,114.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.9% |
| 7D | +1.8% | -2.4% | +4.3% | +2.4% |
| 30D | +8.7% | +3.3% | +5.3% | +7.8% |
| 3M | +13.5% | +0.7% | +12.8% | +13.2% |
| 6M | +25.6% | -4.1% | +29.7% | +26.6% |
| 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% | +78.5% |
| 5Y | +99.1% | -27.0% | +126.1% | +108.2% |
| 10Y | +224.2% | +121.2% | +103.0% | +165.2% |
| All | +1,924.3% | +4,038.8% | -2,114.5% | +854.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling