+81.6%
KO vs ACWI
+67.7%
+13.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | +0.4% | +1.1% | -0.7% | +0.1% |
| 30D | +1.5% | -0.2% | +1.7% | +1.5% |
| 3M | +11.8% | +4.7% | +7.1% | +10.3% |
| 6M | +16.2% | +14.5% | +1.8% | +11.3% |
| YTD | +28.1% | +14.6% | +13.5% | +22.5% |
| 1Y | +34.8% | +21.4% | +13.3% | +26.2% |
| 3Y | +65.5% | +77.6% | -12.1% | +31.1% |
| 5Y | +81.6% | +68.1% | +13.5% | +43.9% |
| All | +81.6% | +67.7% | +13.9% | +43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling