+48.4%
ASML vs KO
+40.2%
+8.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | +0.4% |
| 7D | -2.9% | +2.2% | -5.1% | -1.1% |
| 30D | -15.2% | +10.1% | -25.3% | -8.4% |
| 3M | -12.9% | +12.2% | -25.1% | -4.4% |
| 6M | -5.0% | +25.1% | -30.2% | +11.8% |
| YTD | +41.8% | +41.3% | +0.5% | +87.7% |
| All | +48.4% | +40.2% | +8.2% | +95.8% |
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