+33.6%
KO vs TPG
-18.2%
+51.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.4% | 0.0% |
| 7D | -1.1% | -11.8% | +10.7% | -2.0% |
| 30D | +1.6% | -6.3% | +7.8% | +1.2% |
| 3M | +5.8% | +13.6% | -7.8% | +7.4% |
| 6M | +14.3% | +13.8% | +0.4% | +16.3% |
| YTD | +27.3% | -23.7% | +51.0% | +27.0% |
| All | +33.6% | -18.2% | +51.8% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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