+2.8%
AVGO vs KO
+42.7%
-39.8%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.9% | -6.6% | -3.3% |
| 7D | +18.2% | +3.7% | +14.4% | +21.6% |
| 30D | +0.2% | +8.1% | -7.9% | +7.0% |
| 3M | -16.8% | +14.2% | -31.0% | -7.2% |
| 6M | -16.5% | +25.2% | -41.7% | +0.2% |
| YTD | +0.8% | +44.7% | -43.9% | +37.8% |
| 1Y | +2.8% | +43.4% | -40.5% | +39.1% |
| All | +2.8% | +42.7% | -39.8% | +39.1% |
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