+8,732.2%
AMD vs KR
+124.0%
+8,608.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.4% | +3.0% |
| 7D | +14.0% | -3.1% | +17.1% | +14.0% |
| 30D | +11.0% | +0.6% | +10.4% | +11.0% |
| 3M | +9.6% | -9.8% | +19.4% | +9.8% |
| 6M | +157.1% | -22.1% | +179.2% | +159.0% |
| YTD | +143.3% | -8.1% | +151.4% | +142.1% |
| 1Y | +234.4% | -14.7% | +249.1% | +234.3% |
| 3Y | +391.2% | +28.6% | +362.6% | +359.9% |
| 5Y | +390.9% | +36.4% | +354.5% | +350.5% |
| 10Y | +8,732.2% | +120.8% | +8,611.4% | +7,137.5% |
| All | +8,732.2% | +124.0% | +8,608.2% | +7,137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 10y: compounded portfolio wealth divided by compounded KR 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…
10y analysis · Full analysis span regression · 6 months rolling