+43.2%
KO vs TE
-16.5%
+59.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +0.9% |
| 7D | +4.4% | +3.8% | +0.6% | +4.7% |
| 30D | +10.7% | -26.2% | +37.0% | +9.6% |
| 3M | +11.3% | -49.7% | +61.1% | +8.6% |
| 6M | +24.0% | -46.5% | +70.5% | +21.2% |
| YTD | +39.7% | -59.1% | +98.8% | +36.9% |
| 1Y | +43.2% | -25.8% | +69.1% | +42.5% |
| All | +43.2% | -16.5% | +59.8% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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