+196.6%
AMD vs KEY
+12.4%
+184.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.7% | -14.5% | -16.1% |
| 7D | -28.6% | -2.5% | -26.1% | -27.7% |
| 30D | -37.7% | +4.1% | -41.8% | -38.7% |
| 3M | -16.1% | -8.4% | -7.8% | -13.0% |
| 6M | +13.8% | -2.3% | +16.1% | +14.9% |
| YTD | +88.8% | +4.6% | +84.3% | +84.5% |
| 1Y | +57.8% | +24.6% | +33.2% | +42.7% |
| 3Y | +260.3% | +112.8% | +147.5% | +158.9% |
| 5Y | +196.6% | +12.9% | +183.7% | +225.8% |
| All | +196.6% | +12.4% | +184.3% | +225.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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