+4,815.5%
KO vs DIS
+1,715.9%
+3,099.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.2% | +1.7% |
| 7D | +3.7% | +1.9% | +1.8% | +3.3% |
| 30D | +8.1% | +9.2% | -1.0% | +5.8% |
| 3M | +14.2% | +13.5% | +0.7% | +10.7% |
| 6M | +25.2% | +14.3% | +10.9% | +21.0% |
| YTD | +44.7% | +5.4% | +39.4% | +41.9% |
| 1Y | +43.4% | +12.2% | +31.2% | +38.4% |
| 3Y | +90.1% | +37.2% | +52.9% | +70.7% |
| 5Y | +103.0% | -23.1% | +126.1% | +106.3% |
| 10Y | +229.8% | +32.2% | +197.6% | +182.8% |
| All | +4,815.5% | +1,715.9% | +3,099.6% | +1,338.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling