+10,785.8%
AMD vs KO
+4,684.2%
+6,101.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.1% | +11.1% | +11.1% |
| 7D | -11.0% | +1.7% | -12.7% | -11.7% |
| 30D | -30.5% | +11.5% | -42.0% | -33.7% |
| 3M | -8.2% | +10.8% | -19.0% | -12.4% |
| 6M | +6.6% | +22.3% | -15.7% | -3.6% |
| YTD | +109.7% | +39.5% | +70.2% | +79.2% |
| 1Y | +88.9% | +42.2% | +46.7% | +59.9% |
| 3Y | +301.8% | +83.1% | +218.8% | +198.2% |
| 5Y | +229.4% | +94.8% | +134.5% | +137.7% |
| 10Y | +6,745.1% | +212.9% | +6,532.2% | +3,902.9% |
| All | +10,785.8% | +4,684.2% | +6,101.6% | +1,728.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling