+81.6%
KO vs TRGP
+632.3%
-550.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -1.1% | -0.6% | -0.5% | -1.1% |
| 30D | +1.6% | +10.0% | -8.4% | +0.8% |
| 3M | +5.8% | +7.6% | -1.9% | +5.0% |
| 6M | +14.3% | +26.8% | -12.5% | +11.9% |
| YTD | +27.3% | +60.6% | -33.2% | +22.2% |
| 1Y | +33.2% | +82.5% | -49.3% | +26.4% |
| 3Y | +64.5% | +265.0% | -200.5% | +41.4% |
| All | +81.6% | +632.3% | -550.6% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling