+42.5%
AAPL vs KO
+33.0%
+9.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.2% | +3.5% |
| 7D | -0.5% | -1.1% | +0.6% | -0.3% |
| 30D | +7.1% | +1.6% | +5.5% | +6.8% |
| 3M | +12.1% | +5.8% | +6.3% | +11.0% |
| 6M | +25.4% | +14.3% | +11.1% | +23.2% |
| YTD | +20.5% | +27.3% | -6.9% | +18.7% |
| All | +42.5% | +33.0% | +9.5% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 1y: compounded portfolio wealth divided by compounded KO 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…
1y analysis · Full analysis span regression · 6 months rolling