+43.2%
KO vs ACWI
+14.9%
+28.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +1.4% |
| 7D | +4.4% | -0.5% | +4.9% | +4.3% |
| 30D | +10.7% | -1.6% | +12.4% | +10.4% |
| 3M | +11.3% | -1.3% | +12.7% | +11.1% |
| 6M | +24.0% | +5.8% | +18.2% | +24.3% |
| YTD | +39.7% | +12.7% | +27.0% | +39.3% |
| 1Y | +43.2% | +15.0% | +28.2% | +42.3% |
| All | +43.2% | +14.9% | +28.4% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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