+195.7%
MRVL vs KO
+91.1%
+104.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.9% | -6.5% | -2.3% |
| 7D | +11.0% | +3.7% | +7.3% | +16.3% |
| 30D | -36.1% | +8.1% | -44.2% | -28.4% |
| 3M | -29.4% | +14.2% | -43.6% | -14.9% |
| 6M | -11.9% | +25.2% | -37.1% | +22.5% |
| YTD | +84.8% | +44.7% | +40.1% | +195.0% |
| 1Y | +79.4% | +43.4% | +36.1% | +184.2% |
| 3Y | +195.7% | +90.1% | +105.7% | +519.0% |
| All | +195.7% | +91.1% | +104.7% | +519.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling