+199.0%
AMD vs KR
+78.8%
+120.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.5% | +13.5% | +10.4% |
| 7D | -11.0% | +1.4% | -12.5% | -10.6% |
| 30D | -30.5% | +14.3% | -44.7% | -27.8% |
| 3M | -8.2% | +18.9% | -27.1% | -3.7% |
| 6M | +6.6% | +3.8% | +2.8% | +10.0% |
| YTD | +109.7% | +10.2% | +99.5% | +117.7% |
| 1Y | +88.9% | +9.2% | +79.8% | +96.2% |
| 3Y | +301.8% | +60.3% | +241.5% | +303.7% |
| All | +199.0% | +78.8% | +120.3% | +210.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling