+34.3%
KO vs DELL
+359.9%
-325.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +12.0% | -11.5% | +1.3% |
| 7D | +0.2% | +8.2% | -8.0% | +0.8% |
| 30D | +1.8% | +17.1% | -15.3% | +3.0% |
| 3M | +7.7% | +45.2% | -37.5% | +10.9% |
| 6M | +15.3% | +286.8% | -271.5% | +22.7% |
| YTD | +28.0% | +354.8% | -326.8% | +37.2% |
| 1Y | +34.3% | +358.3% | -324.0% | +42.6% |
| All | +34.3% | +359.9% | -325.7% | +42.6% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling