+366.4%
AMD vs RKT
-2.0%
+368.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -1.3% | -16.0% | -17.0% |
| 7D | -28.6% | +24.3% | -52.9% | -31.4% |
| 30D | -37.7% | +27.9% | -65.6% | -40.6% |
| 3M | -16.1% | +6.9% | -23.0% | -17.8% |
| 6M | +13.8% | +5.2% | +8.7% | +11.3% |
| YTD | +88.8% | -23.5% | +112.3% | +93.3% |
| 1Y | +57.8% | -9.1% | +66.8% | +56.8% |
| 3Y | +260.3% | +81.5% | +178.8% | +192.5% |
| 5Y | +196.6% | -2.0% | +198.6% | +149.4% |
| All | +366.4% | -2.0% | +368.4% | +278.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling