+1,716.4%
KO vs SUI
+4,037.5%
-2,321.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | -1.8% | -2.8% | +1.1% | -1.1% |
| 30D | +1.4% | -1.2% | +2.6% | +1.7% |
| 3M | +15.4% | -1.7% | +17.1% | +15.9% |
| 6M | +14.3% | -10.5% | +24.7% | +17.1% |
| YTD | +27.7% | -1.8% | +29.5% | +28.0% |
| 1Y | +32.7% | -4.1% | +36.8% | +33.7% |
| 3Y | +62.2% | +11.3% | +50.9% | +56.1% |
| 5Y | +80.0% | -32.1% | +112.1% | +91.4% |
| 10Y | +175.6% | +110.4% | +65.2% | +127.8% |
| All | +1,716.4% | +4,037.5% | -2,321.2% | +757.7% |
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