+599.3%
MU vs KO
+33.2%
+566.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -4.5% |
| 7D | +2.0% | -1.1% | +3.1% | +0.8% |
| 30D | +12.5% | +1.6% | +11.0% | +15.0% |
| 3M | +9.6% | +5.8% | +3.9% | +20.5% |
| 6M | +142.6% | +14.3% | +128.3% | +183.1% |
| YTD | +242.7% | +27.3% | +215.3% | +347.1% |
| 1Y | +599.3% | +33.2% | +566.1% | +894.7% |
| All | +599.3% | +33.2% | +566.0% | +894.7% |
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