+43.2%
KO vs VRTX
+31.2%
+12.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.4% | -2.4% | +0.7% |
| 7D | +4.4% | +3.7% | +0.8% | +4.1% |
| 30D | +10.7% | +9.0% | +1.7% | +9.9% |
| 3M | +11.3% | +14.7% | -3.4% | +10.0% |
| 6M | +24.0% | +27.7% | -3.7% | +22.4% |
| YTD | +39.7% | +21.1% | +18.6% | +37.7% |
| 1Y | +43.2% | +30.2% | +13.0% | +40.9% |
| All | +43.2% | +31.2% | +12.1% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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