+46.1%
GOOGL vs KO
+31.0%
+15.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.3% | -1.3% |
| 7D | -2.3% | -1.8% | -0.6% | -2.6% |
| 30D | -6.6% | +1.4% | -8.0% | -6.3% |
| 3M | -9.0% | +15.4% | -24.4% | -6.5% |
| 6M | +11.8% | +14.3% | -2.5% | +14.4% |
| YTD | +8.3% | +27.7% | -19.4% | +15.2% |
| 1Y | +46.1% | +32.7% | +13.4% | +61.9% |
| All | +46.1% | +31.0% | +15.1% | +61.9% |
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 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