+3,222.2%
AMD vs XLK
+1,455.1%
+1,767.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.7% | +4.0% | +3.7% |
| 7D | +2.6% | +0.9% | +1.7% | +1.4% |
| 30D | -0.9% | +0.7% | -1.7% | -2.0% |
| 3M | -8.7% | -2.9% | -5.8% | -2.3% |
| 6M | +136.3% | +34.3% | +102.1% | +67.0% |
| YTD | +123.0% | +30.4% | +92.6% | +65.3% |
| 1Y | +195.2% | +43.4% | +151.8% | +95.9% |
| 3Y | +336.3% | +116.8% | +219.5% | +75.4% |
| 5Y | +334.5% | +144.0% | +190.4% | +63.3% |
| 10Y | +6,259.1% | +778.8% | +5,480.4% | +387.2% |
| All | +3,222.2% | +1,455.1% | +1,767.1% | +68.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling