+331.1%
AMD vs KRE
+79.9%
+251.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.5% | +4.2% | +4.4% |
| 7D | +2.6% | +1.3% | +1.3% | +1.9% |
| 30D | -0.9% | -2.7% | +1.7% | +0.4% |
| 3M | -8.7% | +8.2% | -16.9% | -12.3% |
| 6M | +136.3% | +12.8% | +123.5% | +122.0% |
| YTD | +123.0% | +17.5% | +105.5% | +104.3% |
| 1Y | +195.2% | +16.6% | +178.6% | +170.6% |
| All | +331.1% | +79.9% | +251.2% | +233.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling