+265.1%
MU vs KO
+43.6%
+221.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.1% | -8.1% | -5.7% |
| 7D | -19.1% | +4.4% | -23.6% | -14.3% |
| 30D | -25.2% | +10.7% | -36.0% | -14.5% |
| 3M | -10.9% | +11.3% | -22.2% | +2.9% |
| 6M | +38.0% | +24.0% | +13.9% | +79.3% |
| YTD | +178.8% | +39.7% | +139.1% | +301.5% |
| 1Y | +265.1% | +43.2% | +221.9% | +436.8% |
| All | +265.1% | +43.6% | +221.5% | +436.8% |
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