+1,276.0%
AAPL vs AMD
+7,490.7%
-6,214.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +13.3% | -10.8% | -0.5% |
| 7D | +3.7% | +8.9% | -5.3% | +1.0% |
| 30D | +4.2% | -16.4% | +20.5% | +7.1% |
| 3M | +12.0% | +5.2% | +6.8% | +8.5% |
| 6M | +19.8% | +11.7% | +8.0% | +11.7% |
| YTD | +29.3% | +137.5% | -108.1% | -2.7% |
| 1Y | +31.1% | +117.8% | -86.7% | +0.2% |
| 3Y | +94.9% | +348.1% | -253.3% | +14.1% |
| 5Y | +138.1% | +241.5% | -103.5% | +40.7% |
| 10Y | +1,276.0% | +7,228.2% | -5,952.3% | +321.2% |
| All | +1,276.0% | +7,490.7% | -6,214.8% | +321.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMD.
Daily Out/Under-Performance
Portfolio return minus AMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMD 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 10y: compounded portfolio wealth divided by compounded AMD 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…
10y analysis · Full analysis span regression · 6 months rolling