+228.7%
KO vs ASX
+962.9%
-734.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.0% |
| 7D | +3.7% | +12.4% | -8.7% | +3.0% |
| 30D | +8.1% | -19.8% | +27.9% | +9.1% |
| 3M | +14.2% | -10.3% | +24.5% | +14.2% |
| 6M | +25.2% | +1.2% | +24.0% | +22.9% |
| YTD | +44.7% | +123.0% | -78.3% | +31.3% |
| 1Y | +43.4% | +145.4% | -102.1% | +28.7% |
| 3Y | +90.1% | +368.6% | -278.6% | +54.2% |
| 5Y | +103.0% | +486.0% | -383.1% | +55.9% |
| All | +228.7% | +962.9% | -734.3% | +116.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling