+228.8%
MU vs KO
+42.7%
+186.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -0.2% |
| 7D | +12.8% | +3.7% | +9.1% | +18.0% |
| 30D | -14.9% | +8.1% | -23.0% | -5.4% |
| 3M | -18.0% | +14.2% | -32.3% | -2.3% |
| 6M | -3.1% | +25.2% | -28.3% | +30.2% |
| YTD | +172.9% | +44.7% | +128.2% | +303.0% |
| 1Y | +228.8% | +43.4% | +185.5% | +382.8% |
| All | +228.8% | +42.7% | +186.2% | +382.8% |
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