+6,351.7%
AMD vs BA
+33.2%
+6,318.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.5% | +10.5% | +10.8% |
| 7D | -11.0% | +1.1% | -12.1% | -11.3% |
| 30D | -30.5% | -7.9% | -22.6% | -28.5% |
| 3M | -8.2% | -25.3% | +17.1% | +2.2% |
| 6M | +6.6% | -24.6% | +31.1% | +17.8% |
| YTD | +109.7% | -20.1% | +129.8% | +126.2% |
| 1Y | +88.9% | -11.8% | +100.7% | +95.6% |
| 3Y | +301.8% | -10.1% | +312.0% | +301.7% |
| 5Y | +229.4% | -22.7% | +252.1% | +238.1% |
| All | +6,351.7% | +33.2% | +6,318.5% | +8,719.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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