+97.8%
KO vs ACWI
+59.2%
+38.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +2.2% | -0.2% | +2.4% | +2.2% |
| 30D | +10.1% | -3.3% | +13.3% | +10.9% |
| 3M | +12.2% | -3.4% | +15.6% | +13.1% |
| 6M | +25.1% | +0.8% | +24.3% | +24.4% |
| YTD | +41.3% | +10.7% | +30.6% | +36.2% |
| 1Y | +41.1% | +11.6% | +29.5% | +35.6% |
| 3Y | +86.3% | +73.4% | +12.9% | +48.2% |
| 5Y | +97.8% | +60.2% | +37.6% | +59.4% |
| All | +97.8% | +59.2% | +38.6% | +59.4% |
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