+1,743.1%
MRVL vs KO
+524.0%
+1,219.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.9% | +7.3% |
| 7D | +3.2% | -1.8% | +5.0% | +3.8% |
| 30D | +5.9% | +1.4% | +4.5% | +5.3% |
| 3M | -29.3% | +15.4% | -44.7% | -34.2% |
| 6M | +186.5% | +14.3% | +172.2% | +167.1% |
| YTD | +163.4% | +27.7% | +135.8% | +134.3% |
| 1Y | +249.5% | +32.7% | +216.8% | +204.3% |
| 3Y | +289.4% | +62.2% | +227.2% | +198.4% |
| 5Y | +270.2% | +80.0% | +190.3% | +170.9% |
| 10Y | +1,748.8% | +175.6% | +1,573.2% | +988.5% |
| All | +1,743.1% | +524.0% | +1,219.1% | +553.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling