+43.2%
KO vs UUUU
-55.1%
+98.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.0% |
| 7D | +4.4% | -14.4% | +18.9% | +3.6% |
| 30D | +10.7% | -33.6% | +44.4% | +8.6% |
| 3M | +11.3% | -44.2% | +55.5% | +8.5% |
| 6M | +24.0% | -66.8% | +90.8% | +19.1% |
| YTD | +39.7% | -50.6% | +90.3% | +39.2% |
| 1Y | +43.2% | -57.8% | +101.0% | +42.0% |
| All | +43.2% | -55.1% | +98.4% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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