+132.8%
AMD vs KRE
+21.7%
+111.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +13.1% | -1.6% | +14.7% | +13.5% |
| 30D | -7.0% | +4.9% | -11.8% | -7.3% |
| 3M | +16.6% | -4.5% | +21.1% | +18.2% |
| 6M | +20.5% | +7.7% | +12.9% | +18.8% |
| YTD | +158.2% | +14.5% | +143.6% | +150.0% |
| 1Y | +132.8% | +21.5% | +111.2% | +124.7% |
| All | +132.8% | +21.7% | +111.1% | +124.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling