+195.2%
AMD vs AU
+100.5%
+94.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.3% | +7.0% | +5.5% |
| 7D | +2.6% | -3.6% | +6.2% | +3.9% |
| 30D | -0.9% | +23.9% | -24.8% | -9.7% |
| 3M | -8.7% | +19.1% | -27.8% | -16.1% |
| 6M | +136.3% | -0.2% | +136.5% | +127.1% |
| YTD | +123.0% | +32.5% | +90.5% | +96.1% |
| 1Y | +195.2% | +96.9% | +98.2% | +153.0% |
| All | +195.2% | +100.5% | +94.7% | +153.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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