+62.9%
KO vs UUUU
+83.7%
-20.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.2% |
| 7D | -1.1% | -5.0% | +3.9% | -1.2% |
| 30D | +1.6% | -7.8% | +9.3% | +1.4% |
| 3M | +5.8% | -0.4% | +6.2% | +5.9% |
| 6M | +14.3% | -32.9% | +47.2% | +13.7% |
| YTD | +27.3% | -6.3% | +33.6% | +27.8% |
| 1Y | +33.2% | +7.9% | +25.3% | +34.2% |
| All | +62.9% | +83.7% | -20.8% | +66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling