+4,250.2%
KO vs TECH
+100,886.2%
-96,636.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +0.4% | +0.2% | +0.2% | +0.4% |
| 30D | +1.5% | +0.1% | +1.4% | +1.5% |
| 3M | +11.8% | +37.5% | -25.7% | +8.7% |
| 6M | +16.2% | +34.6% | -18.4% | +12.7% |
| YTD | +28.1% | +23.5% | +4.6% | +24.9% |
| 1Y | +34.8% | +34.4% | +0.4% | +30.2% |
| 3Y | +65.5% | +2.3% | +63.2% | +61.5% |
| 5Y | +81.6% | -41.7% | +123.3% | +84.3% |
| 10Y | +176.7% | +177.6% | -0.9% | +143.5% |
| All | +4,250.2% | +100,886.2% | -96,636.0% | +2,699.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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