+33.6%
KO vs TDG
-12.6%
+46.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.1% | -2.7% | +1.6% | -1.0% |
| 30D | +1.6% | -9.3% | +10.8% | +1.8% |
| 3M | +5.8% | -7.1% | +12.8% | +6.1% |
| 6M | +14.3% | -11.2% | +25.4% | +14.6% |
| YTD | +27.3% | -15.3% | +42.6% | +26.2% |
| All | +33.6% | -12.6% | +46.2% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling