+195.2%
AMD vs RKT
-21.9%
+217.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.8% | +4.9% |
| 7D | +2.6% | +2.1% | +0.5% | +2.0% |
| 30D | -0.9% | +1.4% | -2.4% | -1.6% |
| 3M | -8.7% | +6.3% | -15.0% | -10.9% |
| 6M | +136.3% | -15.5% | +151.8% | +135.9% |
| YTD | +123.0% | -27.4% | +150.4% | +124.6% |
| 1Y | +195.2% | -26.6% | +221.8% | +189.4% |
| All | +195.2% | -21.9% | +217.1% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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