+106,206.6%
MU vs KO
+4,278.0%
+101,928.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.4% |
| 7D | +9.0% | -1.8% | +10.7% | +9.7% |
| 30D | +13.8% | +1.4% | +12.4% | +13.0% |
| 3M | +2.1% | +15.4% | -13.3% | -5.3% |
| 6M | +153.8% | +14.3% | +139.5% | +135.8% |
| YTD | +256.4% | +27.7% | +228.7% | +215.5% |
| 1Y | +719.8% | +32.7% | +687.1% | +610.0% |
| 3Y | +1,360.4% | +62.2% | +1,298.2% | +1,029.2% |
| 5Y | +1,312.4% | +80.0% | +1,232.4% | +938.1% |
| 10Y | +6,142.6% | +175.6% | +5,966.9% | +3,692.8% |
| All | +106,206.6% | +4,278.0% | +101,928.6% | +10,541.8% |
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 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