+43.4%
KO vs AMDL
+130.1%
-86.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -17.6% | +19.4% | +1.2% |
| 7D | +3.7% | +37.2% | -33.5% | +5.3% |
| 30D | +8.1% | -24.0% | +32.2% | +7.9% |
| 3M | +14.2% | -1.0% | +15.2% | +15.5% |
| 6M | +25.2% | -3.2% | +28.4% | +27.0% |
| YTD | +44.7% | +232.2% | -187.5% | +49.8% |
| 1Y | +43.4% | +137.7% | -94.4% | +47.1% |
| All | +43.4% | +130.1% | -86.7% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 AMDL 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