+1,782.4%
AMD vs KRE
+154.6%
+1,627.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.5% | +4.2% | +4.4% |
| 7D | +2.6% | +1.3% | +1.3% | +1.8% |
| 30D | -0.9% | -2.7% | +1.7% | +0.6% |
| 3M | -8.7% | +8.2% | -16.9% | -12.9% |
| 6M | +136.3% | +12.8% | +123.5% | +119.9% |
| YTD | +123.0% | +17.5% | +105.5% | +101.9% |
| 1Y | +195.2% | +16.6% | +178.6% | +167.1% |
| 3Y | +336.3% | +79.5% | +256.9% | +201.1% |
| 5Y | +334.5% | +32.4% | +302.1% | +255.5% |
| 10Y | +6,259.1% | +124.1% | +6,135.0% | +3,234.9% |
| All | +1,782.4% | +154.6% | +1,627.8% | +692.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling