+247.2%
AMAT vs KO
+80.4%
+166.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +4.3% |
| 7D | -1.5% | -1.8% | +0.3% | -1.6% |
| 30D | -14.8% | +1.4% | -16.2% | -14.8% |
| 3M | -9.3% | +15.4% | -24.7% | -10.1% |
| 6M | +27.4% | +14.3% | +13.1% | +26.3% |
| YTD | +77.6% | +27.7% | +49.9% | +72.8% |
| 1Y | +188.9% | +32.7% | +156.2% | +178.2% |
| 3Y | +202.3% | +62.2% | +140.1% | +158.2% |
| All | +247.2% | +80.4% | +166.8% | +182.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling