+8,164.6%
AMD vs KR
+159.4%
+8,005.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.3% | +6.0% | +7.3% |
| 7D | +13.1% | +0.8% | +12.4% | +13.1% |
| 30D | -7.0% | +11.1% | -18.0% | -6.9% |
| 3M | +16.6% | +24.4% | -7.8% | +16.6% |
| 6M | +20.5% | +8.5% | +12.0% | +20.8% |
| YTD | +158.2% | +13.1% | +145.0% | +157.0% |
| 1Y | +132.8% | +9.3% | +123.5% | +132.2% |
| 3Y | +366.2% | +69.3% | +296.9% | +331.1% |
| 5Y | +278.7% | +83.2% | +195.4% | +241.3% |
| 10Y | +8,164.6% | +154.6% | +8,010.0% | +6,209.8% |
| All | +8,164.6% | +159.4% | +8,005.2% | +6,209.8% |
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