+111.2%
AMD vs MKC
-25.6%
+136.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -3.5% | +18.2% | +12.5% |
| 7D | +6.5% | -2.4% | +8.9% | +5.1% |
| 30D | -15.3% | +5.4% | -20.6% | -11.9% |
| 3M | +9.7% | -11.1% | +20.9% | +4.4% |
| 6M | +13.2% | -1.4% | +14.6% | +15.0% |
| YTD | +140.6% | -29.4% | +170.0% | +108.6% |
| 1Y | +111.2% | -24.7% | +135.9% | +94.1% |
| All | +111.2% | -25.6% | +136.7% | +94.1% |
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