+295.7%
AMD vs RTX
+140.5%
+155.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.3% | +11.2% |
| 7D | -11.0% | -5.1% | -5.9% | -10.2% |
| 30D | -30.5% | +5.1% | -35.6% | -31.1% |
| 3M | -8.2% | -14.8% | +6.6% | -5.3% |
| 6M | +6.6% | +8.0% | -1.5% | +3.5% |
| YTD | +109.7% | +4.5% | +105.2% | +105.0% |
| 1Y | +88.9% | +9.8% | +79.1% | +82.0% |
| All | +295.7% | +140.5% | +155.2% | +302.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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