+86.8%
KO vs DIS
+39.6%
+47.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | +1.8% | +0.6% | +1.3% | +1.8% |
| 30D | +8.7% | +10.3% | -1.6% | +7.8% |
| 3M | +13.5% | +15.6% | -2.1% | +12.2% |
| 6M | +25.6% | +15.1% | +10.5% | +24.0% |
| YTD | +42.3% | +6.0% | +36.3% | +40.8% |
| 1Y | +39.9% | +5.7% | +34.2% | +38.4% |
| All | +86.8% | +39.6% | +47.3% | +82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling