+278.7%
AMD vs RKT
-1.5%
+280.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +13.1% | -3.8% | +16.9% | +14.2% |
| 30D | -7.0% | +32.8% | -39.8% | -13.8% |
| 3M | +16.6% | +0.8% | +15.7% | +15.0% |
| 6M | +20.5% | -2.6% | +23.1% | +18.7% |
| YTD | +158.2% | -25.4% | +183.6% | +168.5% |
| 1Y | +132.8% | -19.1% | +151.9% | +136.7% |
| 3Y | +366.2% | +83.2% | +283.0% | +202.4% |
| 5Y | +278.7% | +0.8% | +277.8% | +191.8% |
| All | +278.7% | -1.5% | +280.1% | +191.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling