+32.7%
KO vs U
+6.4%
+26.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.9% |
| 7D | -1.8% | -3.8% | +2.0% | -2.0% |
| 30D | +1.4% | +17.5% | -16.0% | +2.5% |
| 3M | +15.4% | +38.7% | -23.3% | +17.9% |
| 6M | +14.3% | +104.4% | -90.1% | +19.6% |
| YTD | +27.7% | -5.7% | +33.3% | +28.4% |
| 1Y | +32.7% | +3.7% | +29.0% | +33.6% |
| All | +32.7% | +6.4% | +26.3% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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