+177.9%
KO vs DAR
+375.1%
-197.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.5% |
| 7D | -1.1% | +0.9% | -2.0% | -1.2% |
| 30D | +1.6% | +6.4% | -4.9% | +0.6% |
| 3M | +5.8% | +13.2% | -7.5% | +3.7% |
| 6M | +14.3% | +26.2% | -11.9% | +10.3% |
| YTD | +27.3% | +84.4% | -57.0% | +16.6% |
| 1Y | +33.2% | +112.0% | -78.9% | +19.1% |
| 3Y | +64.5% | +13.4% | +51.1% | +58.5% |
| 5Y | +83.1% | -6.0% | +89.1% | +77.1% |
| All | +177.9% | +375.1% | -197.2% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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