+138,275.9%
AMAT vs KO
+4,288.9%
+133,987.0%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.3% |
| 7D | +0.4% | +0.2% | +0.1% | +0.3% |
| 30D | -16.6% | +1.8% | -18.5% | -17.4% |
| 3M | -17.3% | +7.7% | -25.0% | -20.8% |
| 6M | +30.3% | +15.3% | +15.1% | +20.6% |
| YTD | +78.3% | +28.0% | +50.3% | +57.1% |
| 1Y | +169.8% | +34.3% | +135.5% | +131.5% |
| 3Y | +218.5% | +63.8% | +154.7% | +143.9% |
| 5Y | +247.7% | +84.1% | +163.6% | +152.4% |
| 10Y | +1,659.8% | +185.4% | +1,474.4% | +962.4% |
| All | +138,275.9% | +4,288.9% | +133,987.0% | +19,479.4% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling