+188.9%
AMAT vs O
+11.2%
+177.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +3.9% |
| 7D | -1.5% | -0.7% | -0.8% | -1.9% |
| 30D | -14.8% | -1.9% | -12.9% | -15.6% |
| 3M | -9.3% | +3.8% | -13.1% | -9.4% |
| 6M | +27.4% | -4.7% | +32.1% | +28.3% |
| YTD | +77.6% | +12.5% | +65.1% | +77.9% |
| 1Y | +188.9% | +10.8% | +178.1% | +197.1% |
| All | +188.9% | +11.2% | +177.7% | +197.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 1y: compounded portfolio wealth divided by compounded O 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…
1y analysis · Full analysis span regression · 6 months rolling