+4,224.1%
KO vs TROW
+14,151.0%
-9,926.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -1.1% | -3.0% | +1.9% | -0.6% |
| 30D | +1.6% | -5.5% | +7.0% | +2.5% |
| 3M | +5.8% | +2.3% | +3.5% | +5.2% |
| 6M | +14.3% | +23.9% | -9.6% | +9.9% |
| YTD | +27.3% | +7.9% | +19.4% | +25.1% |
| 1Y | +33.2% | +6.1% | +27.0% | +31.0% |
| 3Y | +64.5% | +13.8% | +50.7% | +57.7% |
| 5Y | +83.1% | -38.2% | +121.3% | +92.0% |
| 10Y | +183.9% | +131.3% | +52.7% | +134.0% |
| All | +4,224.1% | +14,151.0% | -9,926.9% | +1,723.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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