+140.3%
KO vs DOW
-15.2%
+155.6%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.2% |
| 7D | -1.1% | -2.4% | +1.3% | -0.7% |
| 30D | +1.6% | -4.1% | +5.6% | +2.2% |
| 3M | +5.8% | -12.4% | +18.2% | +7.9% |
| 6M | +14.3% | -10.6% | +24.9% | +15.2% |
| YTD | +27.3% | +31.1% | -3.8% | +18.4% |
| 1Y | +33.2% | +30.5% | +2.7% | +23.2% |
| 3Y | +64.5% | -34.4% | +98.9% | +74.2% |
| 5Y | +83.1% | -35.5% | +118.6% | +91.4% |
| All | +140.3% | -15.2% | +155.6% | +104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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