+541.8%
KO vs ASX
+3,515.0%
-2,973.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -1.8% | -0.7% | -1.1% | -1.7% |
| 30D | +1.4% | +2.0% | -0.6% | +1.2% |
| 3M | +15.4% | -1.3% | +16.7% | +14.6% |
| 6M | +14.3% | +71.4% | -57.2% | +7.9% |
| YTD | +27.7% | +135.3% | -107.7% | +17.1% |
| 1Y | +32.7% | +267.5% | -234.8% | +16.7% |
| 3Y | +62.2% | +388.5% | -326.3% | +36.8% |
| 5Y | +80.0% | +417.1% | -337.1% | +48.9% |
| 10Y | +175.6% | +872.7% | -697.1% | +109.0% |
| All | +541.8% | +3,515.0% | -2,973.3% | +310.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling