+43.2%
KO vs UNH
+28.3%
+15.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.2% | +1.0% |
| 7D | +4.4% | +0.6% | +3.9% | +4.4% |
| 30D | +10.7% | +8.1% | +2.6% | +10.7% |
| 3M | +11.3% | +1.1% | +10.3% | +11.3% |
| 6M | +24.0% | +11.7% | +12.3% | +24.5% |
| YTD | +39.7% | +26.5% | +13.2% | +40.7% |
| 1Y | +43.2% | +27.0% | +16.2% | +44.3% |
| All | +43.2% | +28.3% | +15.0% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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