+81.6%
KO vs WM
+53.3%
+28.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | +0.4% | -0.9% | +1.3% | +0.8% |
| 30D | +1.5% | -4.3% | +5.9% | +3.2% |
| 3M | +11.8% | +0.8% | +11.0% | +11.5% |
| 6M | +16.2% | -10.8% | +27.0% | +21.0% |
| YTD | +28.1% | -0.1% | +28.1% | +27.5% |
| 1Y | +34.8% | +1.0% | +33.7% | +33.4% |
| 3Y | +65.5% | +45.1% | +20.4% | +39.5% |
| 5Y | +81.6% | +52.1% | +29.5% | +48.2% |
| All | +81.6% | +53.3% | +28.2% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 5y: compounded portfolio wealth divided by compounded WM 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…
5y analysis · Full analysis span regression · 6 months rolling