+1,249.0%
AAPL vs AMD
+6,513.3%
-5,264.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +11.0% | -11.6% | -3.0% |
| 7D | -0.7% | -11.0% | +10.4% | +1.4% |
| 30D | +1.7% | -30.5% | +32.2% | +9.2% |
| 3M | +9.7% | -8.2% | +17.9% | +9.7% |
| 6M | +19.3% | +6.6% | +12.7% | +12.3% |
| YTD | +26.3% | +109.7% | -83.4% | -2.2% |
| 1Y | +27.4% | +88.9% | -61.5% | +0.8% |
| 3Y | +93.6% | +301.8% | -208.2% | +16.2% |
| 5Y | +131.7% | +229.4% | -97.7% | +37.7% |
| All | +1,249.0% | +6,513.3% | -5,264.2% | +325.8% |
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