+77,094.7%
ASML vs KO
+1,391.1%
+75,703.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.3% | -9.3% |
| 7D | -19.0% | +3.1% | -22.2% | -20.2% |
| 30D | -25.9% | +11.1% | -37.0% | -29.7% |
| 3M | -19.1% | +10.9% | -30.0% | -23.3% |
| 6M | -5.7% | +23.5% | -29.2% | -16.1% |
| YTD | +27.6% | +39.6% | -12.0% | +6.7% |
| 1Y | +30.8% | +43.4% | -12.7% | +7.7% |
| 3Y | +116.2% | +83.9% | +32.3% | +53.3% |
| 5Y | +67.7% | +95.0% | -27.3% | +15.6% |
| 10Y | +1,355.3% | +213.1% | +1,142.3% | +684.9% |
| All | +77,094.7% | +1,391.1% | +75,703.6% | +27,669.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling