+695.6%
AVGO vs KO
+81.8%
+613.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -0.9% |
| 7D | +1.0% | -1.1% | +2.1% | +0.9% |
| 30D | -13.3% | +1.6% | -14.8% | -13.1% |
| 3M | -2.9% | +5.8% | -8.6% | -2.2% |
| 6M | +5.7% | +14.3% | -8.6% | +6.7% |
| YTD | +4.6% | +27.3% | -22.7% | +5.4% |
| 1Y | -1.6% | +33.2% | -34.8% | -1.3% |
| 3Y | +336.2% | +64.5% | +271.8% | +290.3% |
| 5Y | +695.6% | +83.1% | +612.5% | +571.2% |
| All | +695.6% | +81.8% | +613.8% | +571.2% |
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