+7,311.4%
AMZN vs ACWI
+356.8%
+6,954.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.1% | -0.1% |
| 7D | -3.0% | +0.5% | -3.5% | -3.5% |
| 30D | -5.2% | +0.9% | -6.1% | -6.1% |
| 3M | +1.9% | +2.4% | -0.5% | -0.6% |
| 6M | +19.2% | +12.4% | +6.9% | +5.5% |
| YTD | +12.0% | +15.2% | -3.2% | -3.4% |
| 1Y | +9.7% | +22.7% | -13.0% | -11.3% |
| 3Y | +87.2% | +75.8% | +11.4% | +6.4% |
| 5Y | +48.7% | +67.7% | -19.1% | -8.3% |
| 10Y | +569.3% | +229.0% | +340.3% | +117.5% |
| All | +7,311.4% | +356.8% | +6,954.6% | +1,848.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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