+8,520.0%
AMD vs KO
+223.0%
+8,297.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +6.0% | +5.9% |
| 7D | +44.7% | +1.8% | +42.9% | +44.2% |
| 30D | -3.3% | +8.1% | -11.5% | -5.5% |
| 3M | +21.2% | +13.0% | +8.2% | +16.9% |
| 6M | +30.6% | +23.3% | +7.3% | +21.2% |
| YTD | +173.3% | +42.1% | +131.2% | +139.7% |
| 1Y | +126.1% | +39.9% | +86.2% | +99.2% |
| 3Y | +393.5% | +87.3% | +306.3% | +266.1% |
| 5Y | +295.8% | +99.3% | +196.5% | +184.1% |
| All | +8,520.0% | +223.0% | +8,297.0% | +5,982.7% |
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