+1,254.4%
AAPL vs AMZN
+565.2%
+689.2%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.8% | +3.7% |
| 7D | -0.5% | -2.7% | +2.2% | +0.8% |
| 30D | +7.1% | -7.5% | +14.6% | +11.1% |
| 3M | +12.1% | +5.8% | +6.3% | +6.8% |
| 6M | +25.4% | +17.5% | +7.9% | +12.5% |
| YTD | +20.5% | +9.1% | +11.3% | +11.6% |
| 1Y | +44.5% | +9.4% | +35.2% | +32.5% |
| 3Y | +85.8% | +82.2% | +3.5% | +24.7% |
| 5Y | +124.8% | +45.2% | +79.5% | +63.2% |
| All | +1,254.4% | +565.2% | +689.2% | +367.4% |
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