+81.6%
KO vs TRMB
-39.8%
+121.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | -1.1% | -5.4% | +4.3% | -0.7% |
| 30D | +1.6% | -2.0% | +3.5% | +1.7% |
| 3M | +5.8% | +12.3% | -6.6% | +4.9% |
| 6M | +14.3% | -17.6% | +31.9% | +15.7% |
| YTD | +27.3% | -27.5% | +54.8% | +30.2% |
| 1Y | +33.2% | -29.1% | +62.3% | +36.3% |
| 3Y | +64.5% | +11.5% | +53.0% | +56.4% |
| All | +81.6% | -39.8% | +121.4% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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