+6,533.8%
AMZN vs A
+457.0%
+6,076.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.4% |
| 7D | -3.0% | -1.9% | -1.0% | -2.2% |
| 30D | -5.2% | +6.9% | -12.1% | -7.9% |
| 3M | +1.9% | +9.2% | -7.4% | -2.3% |
| 6M | +19.2% | +25.7% | -6.5% | +6.9% |
| YTD | +12.0% | +11.5% | +0.5% | +5.2% |
| 1Y | +9.7% | +18.4% | -8.7% | +0.2% |
| 3Y | +87.2% | +26.6% | +60.6% | +62.4% |
| 5Y | +48.7% | -12.8% | +61.5% | +49.2% |
| 10Y | +569.3% | +247.2% | +322.2% | +277.9% |
| All | +6,533.8% | +457.0% | +6,076.7% | +2,551.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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