+1,772.4%
KO vs VIAV
+3,187.5%
-1,415.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.5% | +4.9% | +0.6% |
| 7D | -1.1% | +11.2% | -12.3% | -1.7% |
| 30D | +1.6% | -2.6% | +4.2% | +1.5% |
| 3M | +5.8% | -20.1% | +25.9% | +6.4% |
| 6M | +14.3% | +25.8% | -11.6% | +11.3% |
| YTD | +27.3% | +109.9% | -82.6% | +19.8% |
| 1Y | +33.2% | +214.3% | -181.1% | +22.0% |
| 3Y | +64.5% | +281.6% | -217.2% | +47.4% |
| 5Y | +83.1% | +132.6% | -49.5% | +68.3% |
| 10Y | +183.9% | +396.7% | -212.8% | +147.4% |
| All | +1,772.4% | +3,187.5% | -1,415.1% | +1,149.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 VIAV 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