+118.8%
MRVL vs KO
+103.2%
+15.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.9% | -6.5% | -3.9% |
| 7D | +11.0% | +3.7% | +7.3% | +12.7% |
| 30D | -36.1% | +8.1% | -44.2% | -33.8% |
| 3M | -29.4% | +14.2% | -43.6% | -25.4% |
| 6M | -11.9% | +25.2% | -37.1% | -3.9% |
| YTD | +84.8% | +44.7% | +40.1% | +102.7% |
| 1Y | +79.4% | +43.4% | +36.1% | +96.8% |
| 3Y | +195.7% | +90.1% | +105.7% | +179.0% |
| All | +118.8% | +103.2% | +15.6% | +100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling