+43.2%
KO vs TRV
+54.4%
-11.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.4% | +0.2% |
| 7D | +4.4% | +3.9% | +0.6% | +3.5% |
| 30D | +10.7% | +13.5% | -2.7% | +7.7% |
| 3M | +11.3% | +8.9% | +2.5% | +9.1% |
| 6M | +24.0% | +36.8% | -12.7% | +14.0% |
| YTD | +39.7% | +42.7% | -3.0% | +28.8% |
| 1Y | +43.2% | +49.9% | -6.6% | +28.7% |
| All | +43.2% | +54.4% | -11.2% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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