+62.9%
KO vs DOW
-34.9%
+97.9%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -1.1% | -2.4% | +1.3% | -1.1% |
| 30D | +1.6% | -4.1% | +5.6% | +1.6% |
| 3M | +5.8% | -12.4% | +18.2% | +6.0% |
| 6M | +14.3% | -10.6% | +24.9% | +14.2% |
| YTD | +27.3% | +31.1% | -3.8% | +25.2% |
| 1Y | +33.2% | +30.5% | +2.7% | +30.9% |
| All | +62.9% | -34.9% | +97.9% | +69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling