+43.2%
KO vs TEM
-11.1%
+54.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.9% | +0.9% |
| 7D | +4.4% | -1.3% | +5.7% | +4.4% |
| 30D | +10.7% | -9.5% | +20.2% | +10.6% |
| 3M | +11.3% | +60.7% | -49.4% | +15.4% |
| 6M | +24.0% | +35.5% | -11.4% | +27.6% |
| YTD | +39.7% | +28.0% | +11.7% | +42.8% |
| 1Y | +43.2% | -10.5% | +53.7% | +47.5% |
| All | +43.2% | -11.1% | +54.3% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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