+32.7%
KO vs DELL
+328.0%
-295.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -0.7% |
| 7D | -1.8% | +14.9% | -16.7% | -0.8% |
| 30D | +1.4% | +13.3% | -11.9% | +2.4% |
| 3M | +15.4% | +24.4% | -9.0% | +17.8% |
| 6M | +14.3% | +258.0% | -243.7% | +20.9% |
| YTD | +27.7% | +320.2% | -292.5% | +35.9% |
| 1Y | +32.7% | +319.1% | -286.4% | +36.7% |
| All | +32.7% | +328.0% | -295.3% | +36.7% |
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