+6,882.0%
AMD vs MKC
+24.6%
+6,857.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.6% | +4.9% |
| 7D | +2.6% | -5.9% | +8.4% | +3.6% |
| 30D | -0.9% | -0.9% | -0.1% | -1.0% |
| 3M | -8.7% | +12.7% | -21.4% | -11.7% |
| 6M | +136.3% | -19.3% | +155.6% | +146.0% |
| YTD | +123.0% | -22.2% | +145.2% | +132.8% |
| 1Y | +195.2% | -23.3% | +218.5% | +207.6% |
| 3Y | +336.3% | -30.0% | +366.3% | +360.4% |
| 5Y | +334.5% | -33.8% | +368.2% | +356.0% |
| All | +6,882.0% | +24.6% | +6,857.4% | +5,919.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 10y: compounded portfolio wealth divided by compounded MKC 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…
10y analysis · Full analysis span regression · 6 months rolling