+4,235.9%
KO vs TER
+14,183.4%
-9,947.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.5% | -6.3% | -1.2% |
| 7D | -1.8% | +0.6% | -2.4% | -1.8% |
| 30D | +1.4% | -8.3% | +9.7% | +1.9% |
| 3M | +15.4% | -12.2% | +27.6% | +15.2% |
| 6M | +14.3% | +17.1% | -2.8% | +11.1% |
| YTD | +27.7% | +84.7% | -57.0% | +19.7% |
| 1Y | +32.7% | +199.9% | -167.2% | +19.4% |
| 3Y | +62.2% | +232.8% | -170.6% | +41.9% |
| 5Y | +80.0% | +198.6% | -118.6% | +56.6% |
| 10Y | +175.6% | +1,669.7% | -1,494.1% | +105.3% |
| All | +4,235.9% | +14,183.4% | -9,947.5% | +2,042.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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