+278.7%
AMD vs RIG
+53.0%
+225.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.5% | +4.8% | +6.8% |
| 7D | +13.1% | -2.6% | +15.7% | +14.0% |
| 30D | -7.0% | -5.2% | -1.8% | -5.9% |
| 3M | +16.6% | -8.6% | +25.2% | +18.2% |
| 6M | +20.5% | -18.9% | +39.4% | +24.5% |
| YTD | +158.2% | +28.6% | +129.6% | +137.9% |
| 1Y | +132.8% | +25.5% | +107.2% | +115.4% |
| 3Y | +366.2% | -20.2% | +386.4% | +344.1% |
| 5Y | +278.7% | +53.9% | +224.8% | +179.4% |
| All | +278.7% | +53.0% | +225.6% | +179.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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