+3,484.1%
AMD vs XLK
+1,304.2%
+2,179.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +2.5% | +12.2% | +11.3% |
| 7D | +6.5% | -4.3% | +10.8% | +14.8% |
| 30D | -15.3% | -15.0% | -0.2% | +8.5% |
| 3M | +9.7% | -9.2% | +19.0% | +29.2% |
| 6M | +13.2% | -3.5% | +16.7% | +26.7% |
| YTD | +140.6% | +17.7% | +122.8% | +111.6% |
| 1Y | +111.2% | +14.9% | +96.3% | +93.0% |
| 3Y | +334.4% | +91.8% | +242.7% | +112.0% |
| 5Y | +268.3% | +113.1% | +155.3% | +71.1% |
| 10Y | +8,077.9% | +703.1% | +7,374.8% | +628.1% |
| All | +3,484.1% | +1,304.2% | +2,179.8% | +115.3% |
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