+46.1%
ASML vs KO
+43.6%
+2.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.7% | -2.8% |
| 7D | -10.0% | +4.4% | -14.5% | -6.8% |
| 30D | -19.4% | +10.7% | -30.2% | -12.6% |
| 3M | -12.5% | +11.3% | -23.8% | -4.4% |
| 6M | +8.2% | +24.0% | -15.8% | +26.8% |
| YTD | +40.7% | +39.7% | +1.0% | +86.1% |
| 1Y | +46.1% | +43.2% | +2.9% | +99.8% |
| All | +46.1% | +43.6% | +2.5% | +99.8% |
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