+228.7%
KO vs MSCI
+811.9%
-583.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.3% | +0.5% | +1.6% |
| 7D | +3.7% | +3.0% | +0.7% | +3.2% |
| 30D | +8.1% | +17.8% | -9.7% | +4.7% |
| 3M | +14.2% | +15.2% | -1.0% | +11.0% |
| 6M | +25.2% | +16.5% | +8.7% | +21.1% |
| YTD | +44.7% | +16.4% | +28.4% | +39.3% |
| 1Y | +43.4% | +16.8% | +26.6% | +37.9% |
| 3Y | +90.1% | +35.8% | +54.3% | +74.2% |
| 5Y | +103.0% | +7.0% | +96.0% | +91.6% |
| All | +228.7% | +811.9% | -583.2% | +98.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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