+92.7%
ASML vs KO
+98.7%
-6.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.7% |
| 7D | +2.5% | +1.8% | +0.7% | +2.5% |
| 30D | -12.2% | +8.7% | -20.9% | -12.5% |
| 3M | -14.6% | +13.5% | -28.1% | -15.2% |
| 6M | -1.7% | +25.6% | -27.3% | -4.3% |
| YTD | +44.3% | +42.3% | +2.0% | +36.4% |
| 1Y | +51.0% | +39.9% | +11.1% | +43.2% |
| 3Y | +137.6% | +87.5% | +50.1% | +86.1% |
| 5Y | +92.7% | +99.1% | -6.3% | +52.9% |
| All | +92.7% | +98.7% | -6.0% | +52.9% |
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