+8,164.6%
AMD vs ROL
+214.5%
+7,950.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.1% | +7.2% | +7.3% |
| 7D | +13.1% | +0.8% | +12.4% | +12.6% |
| 30D | -7.0% | +20.6% | -27.5% | -15.0% |
| 3M | +16.6% | +4.5% | +12.1% | +12.8% |
| 6M | +20.5% | -26.5% | +47.0% | +36.6% |
| YTD | +158.2% | -34.8% | +193.0% | +208.6% |
| 1Y | +132.8% | -33.2% | +166.0% | +173.4% |
| 3Y | +366.2% | +4.5% | +361.8% | +304.0% |
| 5Y | +278.7% | +15.5% | +263.1% | +194.1% |
| 10Y | +8,164.6% | +217.2% | +7,947.3% | +2,838.5% |
| All | +8,164.6% | +214.5% | +7,950.1% | +2,838.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 10y: compounded portfolio wealth divided by compounded ROL 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…
10y analysis · Full analysis span regression · 6 months rolling