+11,477.5%
AMD vs BA
+1,890.7%
+9,586.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.8% | +3.9% | +4.3% |
| 7D | +2.6% | +1.2% | +1.4% | +2.0% |
| 30D | -0.9% | -11.6% | +10.7% | +4.8% |
| 3M | -8.7% | -2.4% | -6.3% | -8.0% |
| 6M | +136.3% | -6.6% | +143.0% | +142.2% |
| YTD | +123.0% | -2.2% | +125.2% | +123.7% |
| 1Y | +195.2% | -8.0% | +203.2% | +203.6% |
| 3Y | +336.3% | -5.0% | +341.3% | +327.1% |
| 5Y | +334.5% | -2.7% | +337.2% | +313.4% |
| 10Y | +6,259.1% | +75.9% | +6,183.2% | +3,543.0% |
| All | +11,477.5% | +1,890.7% | +9,586.7% | +2,197.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling