+188.3%
AMAT vs YUM
+0.2%
+188.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -1.3% |
| 7D | +6.9% | -3.6% | +10.5% | +6.3% |
| 30D | -10.1% | +0.4% | -10.5% | -10.0% |
| 3M | -6.0% | -3.8% | -2.2% | -6.6% |
| 6M | +38.6% | -8.3% | +46.9% | +38.1% |
| YTD | +83.1% | -2.6% | +85.7% | +84.5% |
| 1Y | +188.3% | +1.5% | +186.8% | +202.1% |
| All | +188.3% | +0.2% | +188.1% | +202.1% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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