+565.7%
AMZN vs AAL
-63.7%
+629.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +1.7% |
| 7D | -0.7% | -0.9% | +0.2% | -0.5% |
| 30D | -3.9% | -12.9% | +8.9% | -1.7% |
| 3M | +6.3% | -11.2% | +17.5% | +8.1% |
| 6M | +20.8% | +17.8% | +2.9% | +16.6% |
| YTD | +11.2% | -15.1% | +26.4% | +13.0% |
| 1Y | +11.7% | +0.5% | +11.2% | +9.8% |
| 3Y | +79.4% | -7.7% | +87.1% | +73.3% |
| 5Y | +48.0% | -31.3% | +79.4% | +46.3% |
| All | +565.7% | -63.7% | +629.4% | +643.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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