+177.9%
KO vs HAL
+5.2%
+172.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.6% |
| 7D | -1.1% | -3.3% | +2.2% | -0.7% |
| 30D | +1.6% | +7.2% | -5.7% | +0.7% |
| 3M | +5.8% | -8.8% | +14.5% | +6.7% |
| 6M | +14.3% | +3.0% | +11.3% | +13.4% |
| YTD | +27.3% | +29.4% | -2.1% | +22.9% |
| 1Y | +33.2% | +62.8% | -29.7% | +24.9% |
| 3Y | +64.5% | -6.4% | +70.9% | +62.7% |
| 5Y | +83.1% | +103.6% | -20.5% | +57.2% |
| All | +177.9% | +5.2% | +172.7% | +112.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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