+376.3%
AMD vs BLK
+33.5%
+342.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.9% | +7.8% | +7.6% |
| 7D | +10.0% | -2.4% | +12.4% | +12.3% |
| 30D | +4.6% | -3.1% | +7.7% | +7.2% |
| 3M | +3.1% | +10.7% | -7.5% | -7.8% |
| 6M | +162.8% | +15.9% | +146.9% | +124.0% |
| YTD | +136.2% | +4.0% | +132.1% | +121.2% |
| 1Y | +234.0% | +1.3% | +232.8% | +220.6% |
| 3Y | +376.7% | +69.6% | +307.1% | +163.5% |
| 5Y | +376.3% | +33.8% | +342.6% | +232.6% |
| All | +376.3% | +33.5% | +342.8% | +232.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling