+177.9%
KO vs ASX
+974.7%
-796.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.6% | +0.5% |
| 7D | -1.1% | +6.5% | -7.6% | -1.6% |
| 30D | +1.6% | +3.1% | -1.6% | +1.2% |
| 3M | +5.8% | +17.4% | -11.6% | +3.6% |
| 6M | +14.3% | +85.4% | -71.2% | +6.7% |
| YTD | +27.3% | +150.1% | -122.8% | +15.2% |
| 1Y | +33.2% | +256.3% | -223.1% | +15.8% |
| 3Y | +64.5% | +446.9% | -382.4% | +32.1% |
| 5Y | +83.1% | +447.1% | -364.0% | +44.3% |
| All | +177.9% | +974.7% | -796.8% | +84.7% |
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