+43.2%
KO vs XLK
+19.7%
+23.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +4.4% | -7.6% | +12.0% | +2.1% |
| 30D | +10.7% | -12.2% | +22.9% | +7.0% |
| 3M | +11.3% | -5.5% | +16.8% | +9.8% |
| 6M | +24.0% | +9.2% | +14.9% | +25.8% |
| YTD | +39.7% | +23.0% | +16.7% | +43.0% |
| 1Y | +43.2% | +20.7% | +22.5% | +46.2% |
| All | +43.2% | +19.7% | +23.6% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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