+609.7%
KO vs TPR
+8,009.8%
-7,400.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.0% | +1.9% |
| 7D | +3.7% | -0.3% | +4.0% | +3.8% |
| 30D | +8.1% | +15.1% | -7.0% | +6.0% |
| 3M | +14.2% | +3.5% | +10.7% | +13.5% |
| 6M | +25.2% | +0.4% | +24.8% | +24.4% |
| YTD | +44.7% | +4.6% | +40.1% | +42.4% |
| 1Y | +43.4% | +33.1% | +10.3% | +36.3% |
| 3Y | +90.1% | +396.0% | -305.9% | +45.9% |
| 5Y | +103.0% | +230.3% | -127.3% | +61.6% |
| 10Y | +229.8% | +368.4% | -138.6% | +128.3% |
| All | +609.7% | +8,009.8% | -7,400.1% | +213.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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