+464.2%
KO vs ACWI
+341.7%
+122.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.2% |
| 7D | +1.8% | +2.7% | -0.9% | +0.4% |
| 30D | +8.1% | -2.6% | +10.7% | +9.4% |
| 3M | +13.0% | -3.2% | +16.2% | +14.6% |
| 6M | +23.3% | +1.9% | +21.4% | +21.3% |
| YTD | +42.1% | +11.3% | +30.7% | +33.0% |
| 1Y | +39.9% | +11.7% | +28.2% | +30.7% |
| 3Y | +87.3% | +74.4% | +12.9% | +35.3% |
| 5Y | +99.3% | +59.5% | +39.8% | +49.6% |
| 10Y | +223.8% | +225.2% | -1.5% | +63.8% |
| All | +464.2% | +341.7% | +122.5% | +108.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling