+4,250.2%
KO vs SPGI
+13,636.0%
-9,385.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +1.1% |
| 7D | +0.4% | -2.5% | +2.9% | +1.0% |
| 30D | +1.5% | +5.4% | -3.9% | +0.1% |
| 3M | +11.8% | +9.0% | +2.8% | +9.1% |
| 6M | +16.2% | +0.8% | +15.5% | +15.3% |
| YTD | +28.1% | -12.6% | +40.6% | +30.8% |
| 1Y | +34.8% | -16.1% | +50.9% | +38.9% |
| 3Y | +65.5% | +19.0% | +46.5% | +54.8% |
| 5Y | +81.6% | +5.1% | +76.5% | +73.0% |
| 10Y | +176.7% | +295.5% | -118.7% | +87.0% |
| All | +4,250.2% | +13,636.0% | -9,385.8% | +762.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SPGI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling