+224.2%
KO vs DECK
+806.8%
-582.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.8% |
| 7D | +1.8% | -0.8% | +2.7% | +1.9% |
| 30D | +8.7% | +4.9% | +3.8% | +8.2% |
| 3M | +13.5% | -5.8% | +19.3% | +14.0% |
| 6M | +25.6% | -8.6% | +34.1% | +26.3% |
| YTD | +42.3% | -14.7% | +57.0% | +43.5% |
| 1Y | +39.9% | +6.9% | +33.0% | +38.3% |
| 3Y | +87.5% | -16.2% | +103.7% | +83.1% |
| 5Y | +99.1% | +25.3% | +73.8% | +82.5% |
| 10Y | +224.2% | +781.3% | -557.1% | +151.3% |
| All | +224.2% | +806.8% | -582.5% | +151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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