-5.7%
ASML vs KO
+24.0%
-29.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.3% | -9.4% |
| 7D | -19.0% | +3.1% | -22.2% | -16.0% |
| 30D | -25.9% | +11.1% | -37.0% | -16.3% |
| 3M | -19.1% | +10.9% | -30.0% | -8.1% |
| 6M | -5.7% | +23.5% | -29.2% | +24.4% |
| All | -5.7% | +24.0% | -29.7% | +24.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling