+234.4%
AMD vs XLK
+42.3%
+192.1%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +14.0% | +2.3% | +11.7% | +9.0% |
| 30D | +11.0% | +0.8% | +10.1% | +8.9% |
| 3M | +9.6% | +4.1% | +5.5% | +3.4% |
| 6M | +157.1% | +34.8% | +122.4% | +50.8% |
| YTD | +143.3% | +30.8% | +112.5% | +51.7% |
| 1Y | +234.4% | +42.4% | +192.1% | +86.7% |
| All | +234.4% | +42.3% | +192.1% | +86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 1y: compounded portfolio wealth divided by compounded XLK 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…
1y analysis · Full analysis span regression · 6 months rolling