+234.0%
AMD vs MKC
-24.0%
+258.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.3% | +6.2% | +5.7% |
| 7D | +10.0% | -4.3% | +14.4% | +7.2% |
| 30D | +4.6% | -2.0% | +6.6% | +3.7% |
| 3M | +3.1% | +10.0% | -6.9% | +10.0% |
| 6M | +162.8% | -18.5% | +181.3% | +133.7% |
| YTD | +136.2% | -22.4% | +158.6% | +108.6% |
| 1Y | +234.0% | -23.6% | +257.6% | +196.8% |
| All | +234.0% | -24.0% | +258.0% | +196.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling