+13.8%
AMD vs RKT
+4.6%
+9.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -1.3% | -16.0% | -17.1% |
| 7D | -28.6% | +24.3% | -52.9% | -31.0% |
| 30D | -37.7% | +27.9% | -65.6% | -40.2% |
| 3M | -16.1% | +6.9% | -23.0% | -16.1% |
| 6M | +13.8% | +5.2% | +8.7% | +14.7% |
| All | +13.8% | +4.6% | +9.2% | +14.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling