+390.9%
AMD vs RGTI
+58.3%
+332.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.6% | +6.6% | +3.5% |
| 7D | +14.0% | +2.5% | +11.5% | +13.7% |
| 30D | +11.0% | -13.7% | +24.6% | +12.8% |
| 3M | +9.6% | -22.6% | +32.2% | +12.7% |
| 6M | +157.1% | -13.4% | +170.5% | +158.7% |
| YTD | +143.3% | -31.2% | +174.5% | +149.5% |
| 1Y | +234.4% | -7.6% | +242.1% | +226.9% |
| 3Y | +391.2% | +669.7% | -278.5% | +213.8% |
| 5Y | +390.9% | +57.0% | +333.9% | +287.5% |
| All | +390.9% | +58.3% | +332.6% | +287.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 5y: compounded portfolio wealth divided by compounded RGTI 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…
5y analysis · Full analysis span regression · 6 months rolling