+337.5%
AMD vs RTX
+168.2%
+169.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +4.9% |
| 7D | +2.6% | -5.2% | +7.7% | +4.6% |
| 30D | -0.9% | -9.4% | +8.5% | +2.7% |
| 3M | -8.7% | +12.3% | -21.0% | -13.7% |
| 6M | +136.3% | -3.1% | +139.5% | +137.1% |
| YTD | +123.0% | +10.7% | +112.3% | +110.8% |
| 1Y | +195.2% | +28.4% | +166.8% | +160.2% |
| 3Y | +336.3% | +147.1% | +189.3% | +178.2% |
| All | +337.5% | +168.2% | +169.4% | +157.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling