+33.2%
KO vs ACWI
+19.1%
+14.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.1% |
| 7D | -1.1% | -1.9% | +0.8% | -1.5% |
| 30D | +1.6% | -1.3% | +2.9% | +1.3% |
| 3M | +5.8% | +5.0% | +0.8% | +6.8% |
| 6M | +14.3% | +11.7% | +2.6% | +14.9% |
| YTD | +27.3% | +13.0% | +14.4% | +28.5% |
| 1Y | +33.2% | +19.2% | +13.9% | +37.2% |
| All | +33.2% | +19.1% | +14.1% | +37.2% |
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