+184.8%
KO vs TEAM
+746.4%
-561.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.7% | -0.9% |
| 7D | -0.8% | -4.7% | +3.9% | -0.7% |
| 30D | +0.8% | +17.0% | -16.3% | +0.4% |
| 3M | +8.3% | +85.9% | -77.6% | +6.4% |
| 6M | +14.0% | +116.7% | -102.6% | +11.3% |
| YTD | +26.9% | +9.6% | +17.3% | +26.3% |
| 1Y | +32.7% | -2.5% | +35.2% | +32.5% |
| 3Y | +63.9% | -14.0% | +77.9% | +62.5% |
| 5Y | +81.7% | -53.1% | +134.8% | +81.2% |
| 10Y | +183.0% | +502.9% | -319.9% | +156.4% |
| All | +184.8% | +746.4% | -561.6% | +156.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling