+719.8%
MU vs KO
+31.0%
+688.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +5.1% |
| 7D | +9.0% | -1.8% | +10.7% | +6.8% |
| 30D | +13.8% | +1.4% | +12.4% | +16.1% |
| 3M | +2.1% | +15.4% | -13.3% | +20.2% |
| 6M | +153.8% | +14.3% | +139.5% | +196.2% |
| YTD | +256.4% | +27.7% | +228.7% | +366.1% |
| 1Y | +719.8% | +32.7% | +687.1% | +1,088.2% |
| All | +719.8% | +31.0% | +688.7% | +1,088.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling