+268.3%
AMD vs RTX
+145.0%
+123.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +5.7% | +9.1% | +12.6% |
| 7D | +6.5% | -1.7% | +8.2% | +7.3% |
| 30D | -15.3% | +7.7% | -23.0% | -17.6% |
| 3M | +9.7% | -10.3% | +20.1% | +14.2% |
| 6M | +13.2% | +14.6% | -1.4% | +5.7% |
| YTD | +140.6% | +10.4% | +130.2% | +127.0% |
| 1Y | +111.2% | +13.5% | +97.6% | +96.7% |
| 3Y | +334.4% | +158.6% | +175.9% | +165.0% |
| 5Y | +268.3% | +147.3% | +121.1% | +118.0% |
| All | +268.3% | +145.0% | +123.4% | +118.0% |
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