+4,984.1%
AMAT vs YUM
+4,264.3%
+719.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.5% | +4.8% |
| 7D | -1.5% | -2.0% | +0.5% | -0.7% |
| 30D | -14.8% | -1.1% | -13.7% | -14.6% |
| 3M | -9.3% | +1.8% | -11.0% | -10.8% |
| 6M | +27.4% | -4.7% | +32.1% | +28.4% |
| YTD | +77.6% | +0.6% | +77.0% | +74.5% |
| 1Y | +188.9% | +6.4% | +182.5% | +175.4% |
| 3Y | +202.3% | +22.6% | +179.7% | +168.6% |
| 5Y | +248.9% | +26.0% | +222.9% | +208.7% |
| 10Y | +1,585.2% | +174.6% | +1,410.6% | +1,002.1% |
| All | +4,984.1% | +4,264.3% | +719.8% | +1,275.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling