+43.4%
KO vs WETO
-99.3%
+142.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | -0.1% |
| 7D | +3.1% | +4.4% | -1.3% | +3.2% |
| 30D | +11.1% | -17.8% | +28.9% | +11.1% |
| 3M | +10.9% | -83.1% | +94.0% | +11.5% |
| 6M | +23.5% | -98.3% | +121.8% | +24.1% |
| YTD | +39.6% | -99.0% | +138.6% | +38.2% |
| 1Y | +43.4% | -99.3% | +142.7% | +39.9% |
| All | +43.4% | -99.3% | +142.8% | +39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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