+81.6%
KO vs TEAM
-52.7%
+134.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.3% |
| 7D | -1.1% | -7.8% | +6.7% | -1.0% |
| 30D | +1.6% | +16.5% | -15.0% | +1.4% |
| 3M | +5.8% | +96.2% | -90.4% | +4.8% |
| 6M | +14.3% | +130.2% | -115.9% | +13.0% |
| YTD | +27.3% | +10.7% | +16.6% | +27.5% |
| 1Y | +33.2% | +3.0% | +30.2% | +33.5% |
| 3Y | +64.5% | -13.1% | +77.6% | +63.7% |
| All | +81.6% | -52.7% | +134.3% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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