+135.9%
GOOGL vs KO
+82.7%
+53.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -2.8% | -1.1% | -1.7% | -2.6% |
| 30D | -3.2% | +1.6% | -4.8% | -3.5% |
| 3M | -6.6% | +5.8% | -12.4% | -7.7% |
| 6M | +8.5% | +14.3% | -5.8% | +5.1% |
| YTD | +6.5% | +27.3% | -20.8% | +0.3% |
| 1Y | +39.4% | +33.2% | +6.3% | +29.5% |
| 3Y | +146.2% | +64.5% | +81.7% | +102.0% |
| All | +135.9% | +82.7% | +53.2% | +81.2% |
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