+142.4%
AAPL vs AMD
+300.8%
-158.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.9% | -6.0% | -1.3% |
| 7D | +3.2% | +44.7% | -41.5% | -4.4% |
| 30D | +4.1% | -3.3% | +7.4% | +3.7% |
| 3M | +17.5% | +21.2% | -3.7% | +11.0% |
| 6M | +20.6% | +30.6% | -10.0% | +9.5% |
| YTD | +31.0% | +173.3% | -142.3% | -3.7% |
| 1Y | +30.2% | +126.1% | -95.9% | +0.4% |
| 3Y | +92.9% | +393.5% | -300.7% | +6.5% |
| 5Y | +142.4% | +295.8% | -153.4% | +31.0% |
| All | +142.4% | +300.8% | -158.4% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling