+567.1%
KO vs UUUU
-92.5%
+659.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.5% |
| 7D | -1.1% | -5.0% | +3.9% | -1.0% |
| 30D | +1.6% | -7.8% | +9.3% | +1.7% |
| 3M | +5.8% | -0.4% | +6.2% | +5.6% |
| 6M | +14.3% | -32.9% | +47.2% | +14.9% |
| YTD | +27.3% | -6.3% | +33.6% | +26.6% |
| 1Y | +33.2% | +7.9% | +25.3% | +31.5% |
| 3Y | +64.5% | +85.2% | -20.7% | +58.6% |
| 5Y | +83.1% | +97.0% | -13.8% | +74.1% |
| 10Y | +183.9% | +492.6% | -308.7% | +154.6% |
| All | +567.1% | -92.5% | +659.6% | +511.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling