+390.9%
AMD vs KEYS
+82.0%
+308.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.7% | +3.8% | +3.7% |
| 7D | +14.0% | +2.9% | +11.1% | +11.1% |
| 30D | +11.0% | -1.3% | +12.3% | +12.2% |
| 3M | +9.6% | -0.1% | +9.7% | +10.8% |
| 6M | +157.1% | +17.4% | +139.7% | +127.7% |
| YTD | +143.3% | +62.9% | +80.4% | +56.7% |
| 1Y | +234.4% | +95.7% | +138.7% | +78.9% |
| 3Y | +391.2% | +150.2% | +241.0% | +97.9% |
| 5Y | +390.9% | +83.1% | +307.8% | +173.3% |
| All | +390.9% | +82.0% | +308.9% | +173.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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