+1,847.4%
MRVL vs KO
+183.3%
+1,664.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.5% |
| 7D | +8.7% | -1.1% | +9.8% | +8.9% |
| 30D | +6.9% | +1.6% | +5.3% | +6.5% |
| 3M | -10.1% | +5.8% | -15.9% | -11.6% |
| 6M | +143.4% | +14.3% | +129.2% | +133.5% |
| YTD | +167.5% | +27.3% | +140.2% | +148.1% |
| 1Y | +239.0% | +33.2% | +205.8% | +208.7% |
| 3Y | +311.0% | +64.5% | +246.5% | +226.0% |
| 5Y | +278.0% | +83.1% | +194.9% | +185.4% |
| All | +1,847.4% | +183.3% | +1,664.1% | +1,116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 10y: compounded portfolio wealth divided by compounded KO 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…
10y analysis · Full analysis span regression · 6 months rolling