-6.8%
AVGO vs KO
+43.6%
-50.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -1.2% |
| 7D | -7.5% | +4.4% | -11.9% | -4.2% |
| 30D | -10.2% | +10.7% | -21.0% | -2.5% |
| 3M | -22.0% | +11.3% | -33.4% | -14.9% |
| 6M | -21.6% | +24.0% | -45.6% | -7.0% |
| YTD | -5.4% | +39.7% | -45.1% | +25.4% |
| 1Y | -6.8% | +43.2% | -50.1% | +27.1% |
| All | -6.8% | +43.6% | -50.5% | +27.1% |
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