+84,752.5%
MU vs KO
+4,779.2%
+79,973.3%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.7% | +11.2% | +11.6% |
| 7D | +2.0% | +1.8% | +0.2% | +1.3% |
| 30D | -18.0% | +8.7% | -26.6% | -20.9% |
| 3M | -6.6% | +13.5% | -20.1% | -11.8% |
| 6M | +2.0% | +25.6% | -23.5% | -9.0% |
| YTD | +184.5% | +42.3% | +142.2% | +140.0% |
| 1Y | +236.9% | +39.9% | +197.0% | +185.9% |
| 3Y | +987.0% | +87.5% | +899.4% | +689.2% |
| 5Y | +1,014.6% | +99.1% | +915.6% | +684.1% |
| 10Y | +4,609.2% | +224.2% | +4,385.0% | +2,563.2% |
| All | +84,752.5% | +4,779.2% | +79,973.3% | +7,994.9% |
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