+115.4%
AMD vs KO
+42.7%
+72.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.9% | -10.6% | -6.5% |
| 7D | +18.9% | +3.7% | +15.2% | +24.4% |
| 30D | -6.4% | +8.1% | -14.6% | +3.7% |
| 3M | +10.6% | +14.2% | -3.6% | +30.4% |
| 6M | +19.9% | +25.2% | -5.3% | +56.0% |
| YTD | +149.4% | +44.7% | +104.6% | +246.1% |
| 1Y | +115.4% | +43.4% | +72.0% | +196.8% |
| All | +115.4% | +42.7% | +72.7% | +196.8% |
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