+43.2%
KO vs DELL
+142.0%
-98.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -8.8% | +9.9% | +0.4% |
| 7D | +4.4% | -24.6% | +29.0% | +2.3% |
| 30D | +10.7% | -32.5% | +43.2% | +7.9% |
| 3M | +11.3% | -20.2% | +31.5% | +9.9% |
| 6M | +24.0% | +76.5% | -52.4% | +27.0% |
| YTD | +39.7% | +198.9% | -159.2% | +45.0% |
| 1Y | +43.2% | +143.3% | -100.1% | +49.2% |
| All | +43.2% | +142.0% | -98.8% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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