+43.2%
KO vs V
+30.8%
+12.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.8% | -2.8% | +0.4% |
| 7D | +4.4% | +9.0% | -4.5% | +3.0% |
| 30D | +10.7% | +18.1% | -7.3% | +8.2% |
| 3M | +11.3% | +18.3% | -7.0% | +8.7% |
| 6M | +24.0% | +34.1% | -10.0% | +20.9% |
| YTD | +39.7% | +25.2% | +14.5% | +34.0% |
| 1Y | +43.2% | +29.3% | +13.9% | +40.2% |
| All | +43.2% | +30.8% | +12.5% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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