+196.6%
AMD vs JD
-59.1%
+255.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +3.3% | -20.5% | -18.2% |
| 7D | -28.6% | +11.7% | -40.3% | -31.0% |
| 30D | -37.7% | +8.1% | -45.8% | -39.3% |
| 3M | -16.1% | -12.0% | -4.1% | -13.6% |
| 6M | +13.8% | -3.5% | +17.3% | +13.6% |
| YTD | +88.8% | +3.3% | +85.5% | +84.7% |
| 1Y | +57.8% | -7.4% | +65.2% | +59.2% |
| 3Y | +260.3% | +16.6% | +243.7% | +225.1% |
| 5Y | +196.6% | -57.9% | +254.5% | +251.8% |
| All | +196.6% | -59.1% | +255.7% | +251.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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