+30,513.3%
AVGO vs KO
+580.2%
+29,933.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.9% | -6.6% | -5.5% |
| 7D | +18.2% | +3.7% | +14.4% | +16.4% |
| 30D | +0.2% | +8.1% | -7.9% | -3.2% |
| 3M | -16.8% | +14.2% | -31.0% | -21.7% |
| 6M | -16.5% | +25.2% | -41.7% | -25.2% |
| YTD | +0.8% | +44.7% | -43.9% | -16.3% |
| 1Y | +2.8% | +43.4% | -40.5% | -14.5% |
| 3Y | +278.5% | +90.1% | +188.5% | +157.0% |
| 5Y | +573.1% | +103.0% | +470.1% | +335.7% |
| 10Y | +2,598.7% | +229.8% | +2,368.9% | +1,179.1% |
| All | +30,513.3% | +580.2% | +29,933.1% | +9,790.0% |
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