+8,077.9%
AMD vs KRE
+98.5%
+7,979.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.2% | +13.5% | +14.2% |
| 7D | +6.5% | +0.3% | +6.2% | +6.6% |
| 30D | -15.3% | +5.9% | -21.2% | -17.5% |
| 3M | +9.7% | -3.3% | +13.0% | +11.4% |
| 6M | +13.2% | +5.8% | +7.3% | +9.8% |
| YTD | +140.6% | +14.7% | +125.8% | +123.6% |
| 1Y | +111.2% | +22.0% | +89.2% | +90.2% |
| 3Y | +334.4% | +91.6% | +242.8% | +211.9% |
| 5Y | +268.3% | +13.0% | +255.4% | +238.3% |
| 10Y | +8,077.9% | +94.0% | +7,984.0% | +6,316.6% |
| All | +8,077.9% | +98.5% | +7,979.4% | +6,316.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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