+2,079.3%
AMD vs KRE
+148.2%
+1,931.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.4% |
| 7D | +13.1% | -1.6% | +14.7% | +14.5% |
| 30D | -7.0% | +4.9% | -11.8% | -9.4% |
| 3M | +16.6% | -4.5% | +21.1% | +19.4% |
| 6M | +20.5% | +7.7% | +12.9% | +15.0% |
| YTD | +158.2% | +14.5% | +143.6% | +136.7% |
| 1Y | +132.8% | +21.5% | +111.2% | +105.8% |
| 3Y | +366.2% | +91.2% | +275.0% | +211.1% |
| 5Y | +278.7% | +11.8% | +266.9% | +240.6% |
| 10Y | +8,164.6% | +89.3% | +8,075.2% | +4,729.4% |
| All | +2,079.3% | +148.2% | +1,931.2% | +829.6% |
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 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