+199.0%
AMD vs KO
+95.1%
+103.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.1% | +11.0% |
| 7D | -11.0% | +1.7% | -12.7% | -10.8% |
| 30D | -30.5% | +11.5% | -42.0% | -29.4% |
| 3M | -8.2% | +10.8% | -19.0% | -6.9% |
| 6M | +6.6% | +22.3% | -15.7% | +8.1% |
| YTD | +109.7% | +39.5% | +70.2% | +108.9% |
| 1Y | +88.9% | +42.2% | +46.7% | +87.5% |
| 3Y | +301.8% | +83.1% | +218.8% | +245.6% |
| All | +199.0% | +95.1% | +103.9% | +162.9% |
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