+177.9%
KO vs MUB
+16.7%
+161.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +1.1% |
| 7D | -1.1% | -1.2% | +0.1% | +0.2% |
| 30D | +1.6% | -2.8% | +4.3% | +4.5% |
| 3M | +5.8% | -3.1% | +8.8% | +9.2% |
| 6M | +14.3% | -2.9% | +17.1% | +17.7% |
| YTD | +27.3% | -2.0% | +29.3% | +29.9% |
| 1Y | +33.2% | 0.0% | +33.2% | +33.1% |
| 3Y | +64.5% | +7.4% | +57.1% | +52.1% |
| 5Y | +83.1% | +0.8% | +82.3% | +82.8% |
| All | +177.9% | +16.7% | +161.2% | +151.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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