+32.7%
KO vs TGT
+84.5%
-51.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | -1.8% | +0.8% | -2.5% | -1.9% |
| 30D | +1.4% | +12.2% | -10.8% | -0.3% |
| 3M | +15.4% | +33.8% | -18.4% | +10.8% |
| 6M | +14.3% | +39.3% | -25.0% | +9.0% |
| YTD | +27.7% | +72.9% | -45.2% | +18.2% |
| 1Y | +32.7% | +84.6% | -51.9% | +21.6% |
| All | +32.7% | +84.5% | -51.8% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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