+111.2%
AMD vs RKT
-11.6%
+122.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -4.1% | +18.8% | +15.5% |
| 7D | +6.5% | +4.6% | +1.8% | +5.4% |
| 30D | -15.3% | +25.9% | -41.1% | -19.8% |
| 3M | +9.7% | +5.0% | +4.7% | +8.2% |
| 6M | +13.2% | -7.9% | +21.1% | +15.0% |
| YTD | +140.6% | -25.4% | +165.9% | +143.7% |
| 1Y | +111.2% | -15.4% | +126.6% | +109.7% |
| All | +111.2% | -11.6% | +122.7% | +109.7% |
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 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