+199.0%
AMD vs KRE
+10.5%
+188.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.2% | +11.2% | +11.1% |
| 7D | -11.0% | +0.3% | -11.3% | -11.1% |
| 30D | -30.5% | +4.8% | -35.3% | -32.4% |
| 3M | -8.2% | -5.1% | -3.2% | -5.6% |
| 6M | +6.6% | +3.3% | +3.3% | +3.8% |
| YTD | +109.7% | +13.3% | +96.3% | +91.8% |
| 1Y | +88.9% | +22.9% | +66.0% | +63.9% |
| 3Y | +301.8% | +82.1% | +219.7% | +160.5% |
| All | +199.0% | +10.5% | +188.6% | +219.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling