+81.6%
KO vs UUUU
+88.5%
-6.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.3% |
| 7D | -1.1% | -5.0% | +3.9% | -1.1% |
| 30D | +1.6% | -7.8% | +9.3% | +1.6% |
| 3M | +5.8% | -0.4% | +6.2% | +5.8% |
| 6M | +14.3% | -32.9% | +47.2% | +14.4% |
| YTD | +27.3% | -6.3% | +33.6% | +26.9% |
| 1Y | +33.2% | +7.9% | +25.3% | +32.0% |
| 3Y | +64.5% | +85.2% | -20.7% | +60.0% |
| All | +81.6% | +88.5% | -6.9% | +74.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling