+32,355.3%
AVGO vs KO
+502.0%
+31,853.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.6% | +2.8% |
| 7D | -0.3% | +0.4% | -0.7% | -0.5% |
| 30D | -13.8% | +1.5% | -15.3% | -14.5% |
| 3M | -6.9% | +11.8% | -18.7% | -12.2% |
| 6M | +11.9% | +16.2% | -4.3% | +3.2% |
| YTD | +6.9% | +28.1% | -21.2% | -6.3% |
| 1Y | +7.4% | +34.8% | -27.3% | -8.8% |
| 3Y | +345.6% | +65.5% | +280.1% | +222.3% |
| 5Y | +718.9% | +81.6% | +637.3% | +456.0% |
| 10Y | +2,755.4% | +176.7% | +2,578.6% | +1,377.3% |
| All | +32,355.3% | +502.0% | +31,853.4% | +10,978.9% |
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