+177.9%
KO vs MSCI
+625.6%
-447.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.6% |
| 7D | -1.1% | -4.7% | +3.6% | -0.2% |
| 30D | +1.6% | -2.2% | +3.7% | +1.9% |
| 3M | +5.8% | -9.7% | +15.4% | +7.6% |
| 6M | +14.3% | +0.3% | +14.0% | +13.7% |
| YTD | +27.3% | -3.5% | +30.8% | +27.2% |
| 1Y | +33.2% | -1.4% | +34.5% | +32.2% |
| 3Y | +64.5% | +6.6% | +57.9% | +58.2% |
| 5Y | +83.1% | -10.9% | +94.0% | +78.8% |
| All | +177.9% | +625.6% | -447.7% | +77.5% |
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