+1,367.3%
AAPL vs AMZN
+615.4%
+752.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +4.1% | +2.8% | +1.3% | +2.7% |
| 30D | +4.0% | +5.0% | -1.0% | +1.2% |
| 3M | +16.8% | +0.6% | +16.2% | +15.7% |
| 6M | +19.4% | -1.3% | +20.7% | +17.2% |
| YTD | +31.5% | +15.5% | +16.0% | +17.8% |
| 1Y | +31.0% | +12.2% | +18.7% | +19.0% |
| 3Y | +95.3% | +87.0% | +8.3% | +29.5% |
| 5Y | +143.4% | +51.3% | +92.1% | +72.8% |
| All | +1,367.3% | +615.4% | +752.0% | +367.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMZN.
Daily Out/Under-Performance
Portfolio return minus AMZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMZN 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 10y: compounded portfolio wealth divided by compounded AMZN 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…
10y analysis · Full analysis span regression · 6 months rolling