+47.5%
ASML vs KO
+42.7%
+4.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | +1.3% |
| 7D | +4.9% | +3.7% | +1.2% | +8.0% |
| 30D | -9.3% | +8.1% | -17.4% | -3.2% |
| 3M | -19.0% | +14.2% | -33.2% | -9.7% |
| 6M | -5.2% | +25.2% | -30.4% | +13.4% |
| YTD | +40.6% | +44.7% | -4.1% | +90.8% |
| 1Y | +47.5% | +43.4% | +4.1% | +99.0% |
| All | +47.5% | +42.7% | +4.8% | +99.0% |
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