+88.9%
AMD vs CAPR
+43.1%
+45.8%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +4.7% | +6.4% | +11.0% |
| 7D | -11.0% | +41.1% | -52.1% | -11.3% |
| 30D | -30.5% | +11.1% | -41.6% | -30.5% |
| 3M | -8.2% | +115.3% | -123.5% | -8.9% |
| 6M | +6.6% | -73.8% | +80.4% | +6.8% |
| YTD | +109.7% | -68.8% | +178.5% | +109.8% |
| 1Y | +88.9% | +43.3% | +45.6% | +86.6% |
| All | +88.9% | +43.1% | +45.8% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling