+6,406.4%
AMD vs AR
+52.0%
+6,354.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +4.8% |
| 7D | +2.6% | +2.5% | +0.1% | +2.2% |
| 30D | -0.9% | +14.8% | -15.7% | -2.8% |
| 3M | -8.7% | +6.2% | -14.9% | -9.7% |
| 6M | +136.3% | +4.3% | +132.1% | +133.3% |
| YTD | +123.0% | +14.4% | +108.6% | +116.7% |
| 1Y | +195.2% | +21.3% | +173.8% | +184.2% |
| 3Y | +336.3% | +39.8% | +296.5% | +310.4% |
| 5Y | +334.5% | +142.1% | +192.4% | +283.6% |
| All | +6,406.4% | +52.0% | +6,354.4% | +5,783.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling