+5,106.3%
AMD vs BLK
+14,201.7%
-9,095.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.7% | +10.3% | +10.6% |
| 7D | -11.0% | +2.7% | -13.8% | -12.2% |
| 30D | -30.5% | +10.2% | -40.7% | -34.1% |
| 3M | -8.2% | +4.9% | -13.1% | -10.6% |
| 6M | +6.6% | +11.0% | -4.4% | -0.1% |
| YTD | +109.7% | +11.9% | +97.7% | +95.0% |
| 1Y | +88.9% | +12.6% | +76.3% | +75.2% |
| 3Y | +301.8% | +92.9% | +208.9% | +177.9% |
| 5Y | +229.4% | +39.3% | +190.0% | +177.7% |
| 10Y | +6,745.1% | +335.9% | +6,409.2% | +3,072.1% |
| All | +5,106.3% | +14,201.7% | -9,095.5% | +651.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling