+66.9%
AMAT vs YUM
+9.4%
+57.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -4.0% | -2.4% |
| 7D | +11.4% | +0.1% | +11.2% | +11.4% |
| 30D | -17.0% | +10.0% | -27.0% | -14.9% |
| 3M | -30.6% | +7.5% | -38.1% | -29.0% |
| 6M | -14.9% | +8.8% | -23.7% | -12.9% |
| YTD | +44.7% | +8.2% | +36.5% | +51.3% |
| 1Y | +66.9% | +9.8% | +57.1% | +76.7% |
| All | +66.9% | +9.4% | +57.5% | +76.7% |
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