+95.3%
AAPL vs AMZN
+87.7%
+7.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +4.1% | +2.8% | +1.3% | +3.3% |
| 30D | +4.0% | +5.0% | -1.0% | +2.3% |
| 3M | +16.8% | +0.6% | +16.2% | +16.2% |
| 6M | +19.4% | -1.3% | +20.7% | +19.2% |
| YTD | +31.5% | +15.5% | +16.0% | +22.4% |
| 1Y | +31.0% | +12.2% | +18.7% | +23.3% |
| 3Y | +95.3% | +87.0% | +8.3% | +45.6% |
| All | +95.3% | +87.7% | +7.6% | +45.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling