+486.5%
AMD vs RKT
+0.4%
+486.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +0.9% | +12.4% | +13.1% |
| 7D | +8.9% | +10.3% | -1.4% | +7.2% |
| 30D | -16.4% | +32.3% | -48.7% | -20.7% |
| 3M | +5.2% | +10.7% | -5.5% | +2.5% |
| 6M | +11.7% | -3.2% | +14.9% | +10.8% |
| YTD | +137.5% | -21.5% | +159.0% | +142.2% |
| 1Y | +117.8% | -6.0% | +123.8% | +115.2% |
| 3Y | +348.1% | +104.2% | +243.9% | +255.9% |
| 5Y | +241.5% | +2.5% | +239.0% | +185.7% |
| All | +486.5% | +0.4% | +486.1% | +374.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling