+301.8%
AMD vs RKT
+85.3%
+216.6%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.6% | +9.4% | +10.9% |
| 7D | -11.0% | +17.7% | -28.7% | -12.7% |
| 30D | -30.5% | +31.6% | -62.1% | -32.8% |
| 3M | -8.2% | +13.9% | -22.1% | -10.0% |
| 6M | +6.6% | +2.8% | +3.8% | +5.4% |
| YTD | +109.7% | -22.2% | +131.9% | +111.5% |
| 1Y | +88.9% | -3.5% | +92.4% | +87.8% |
| 3Y | +301.8% | +95.3% | +206.6% | +243.9% |
| All | +301.8% | +85.3% | +216.6% | +243.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling