+43.2%
KO vs GWW
+55.5%
-12.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.5% | -5.5% | +0.5% |
| 7D | +4.4% | +11.1% | -6.6% | +3.6% |
| 30D | +10.7% | +15.7% | -5.0% | +9.5% |
| 3M | +11.3% | +14.8% | -3.4% | +10.2% |
| 6M | +24.0% | +30.9% | -6.9% | +21.1% |
| YTD | +39.7% | +48.5% | -8.8% | +35.0% |
| 1Y | +43.2% | +57.1% | -13.9% | +37.6% |
| All | +43.2% | +55.5% | -12.2% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling