+1,665.8%
AMAT vs KO
+176.5%
+1,489.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.6% | +3.8% |
| 7D | +7.0% | +0.4% | +6.6% | +6.8% |
| 30D | -12.2% | +1.5% | -13.7% | -13.0% |
| 3M | -3.8% | +11.8% | -15.6% | -10.1% |
| 6M | +45.9% | +16.2% | +29.7% | +32.9% |
| YTD | +84.6% | +28.1% | +56.5% | +58.8% |
| 1Y | +193.4% | +34.8% | +158.6% | +143.1% |
| 3Y | +228.1% | +65.5% | +162.6% | +126.8% |
| 5Y | +268.9% | +81.6% | +187.4% | +136.1% |
| 10Y | +1,665.8% | +176.7% | +1,489.0% | +772.0% |
| All | +1,665.8% | +176.5% | +1,489.3% | +772.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling