+33.6%
KO vs U
-3.2%
+36.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.3% |
| 7D | -1.1% | 0.0% | -1.1% | -1.1% |
| 30D | +1.6% | -4.1% | +5.7% | +1.4% |
| 3M | +5.8% | +57.8% | -52.1% | +8.9% |
| 6M | +14.3% | +103.5% | -89.2% | +19.6% |
| YTD | +27.3% | -4.8% | +32.1% | +28.1% |
| All | +33.6% | -3.2% | +36.8% | +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