+43.2%
KO vs TRGP
+89.5%
-46.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.5% | +5.6% | +1.2% |
| 7D | +4.4% | -6.5% | +10.9% | +4.6% |
| 30D | +10.7% | -0.4% | +11.2% | +10.5% |
| 3M | +11.3% | +8.8% | +2.5% | +10.4% |
| 6M | +24.0% | +11.0% | +13.0% | +22.4% |
| YTD | +39.7% | +57.4% | -17.7% | +31.3% |
| 1Y | +43.2% | +87.9% | -44.6% | +30.1% |
| All | +43.2% | +89.5% | -46.3% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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