+8,672.7%
AMD vs BLK
+280.8%
+8,391.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.1% | +5.2% | +4.7% |
| 7D | +14.0% | -2.7% | +16.7% | +16.2% |
| 30D | +11.0% | -4.8% | +15.7% | +14.8% |
| 3M | +9.6% | +6.5% | +3.1% | +2.9% |
| 6M | +157.1% | +13.2% | +144.0% | +129.5% |
| YTD | +143.3% | +1.8% | +141.5% | +134.7% |
| 1Y | +234.4% | -1.0% | +235.4% | +229.5% |
| 3Y | +391.2% | +66.0% | +325.2% | +219.9% |
| 5Y | +390.9% | +31.2% | +359.7% | +281.5% |
| All | +8,672.7% | +280.8% | +8,391.9% | +3,305.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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