+94.8%
AAPL vs AMD
+367.2%
-272.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.3% | -5.3% | +1.2% |
| 7D | +1.8% | +13.1% | -11.4% | -0.1% |
| 30D | +4.3% | -7.0% | +11.3% | +4.6% |
| 3M | +16.6% | +16.6% | +0.1% | +13.3% |
| 6M | +21.6% | +20.5% | +1.1% | +15.7% |
| YTD | +31.2% | +158.2% | -127.0% | +7.6% |
| 1Y | +29.6% | +132.8% | -103.2% | +8.0% |
| All | +94.8% | +367.2% | -272.4% | +26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling