+331.1%
AMD vs KO
+62.4%
+268.7%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +4.2% |
| 7D | +2.6% | -1.8% | +4.3% | +1.5% |
| 30D | -0.9% | +1.4% | -2.4% | 0.0% |
| 3M | -8.7% | +15.4% | -24.1% | -0.7% |
| 6M | +136.3% | +14.3% | +122.1% | +155.9% |
| YTD | +123.0% | +27.7% | +95.3% | +153.4% |
| 1Y | +195.2% | +32.7% | +162.5% | +242.3% |
| All | +331.1% | +62.4% | +268.7% | +428.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling