+240,979.5%
AAPL vs AMZN
+212,010.8%
+28,968.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.5% |
| 7D | +0.1% | -3.0% | +3.1% | +0.8% |
| 30D | +3.0% | -5.2% | +8.2% | +4.3% |
| 3M | +2.9% | +1.9% | +1.0% | +1.6% |
| 6M | +22.1% | +19.2% | +2.9% | +15.7% |
| YTD | +18.0% | +12.0% | +6.0% | +13.3% |
| 1Y | +33.9% | +9.7% | +24.2% | +28.9% |
| 3Y | +71.2% | +87.2% | -16.0% | +43.5% |
| 5Y | +112.6% | +48.7% | +64.0% | +85.0% |
| 10Y | +1,198.8% | +569.3% | +629.4% | +718.5% |
| All | +240,979.5% | +212,010.8% | +28,968.7% | +54,178.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling