+177.9%
KO vs DIS
+24.9%
+153.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | 0.0% |
| 7D | -1.1% | -1.3% | +0.1% | -0.8% |
| 30D | +1.6% | +2.2% | -0.7% | +1.0% |
| 3M | +5.8% | +8.1% | -2.4% | +3.8% |
| 6M | +14.3% | +5.2% | +9.0% | +12.7% |
| YTD | +27.3% | -6.3% | +33.6% | +28.5% |
| 1Y | +33.2% | -7.3% | +40.5% | +34.5% |
| 3Y | +64.5% | +33.8% | +30.7% | +47.5% |
| 5Y | +83.1% | -40.7% | +123.8% | +105.7% |
| All | +177.9% | +24.9% | +153.0% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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