+620.3%
AMZN vs AG
+72.5%
+547.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.6% |
| 7D | +0.1% | -4.0% | +4.1% | +0.4% |
| 30D | +2.6% | -13.1% | +15.6% | +3.8% |
| 3M | -2.2% | -22.0% | +19.8% | -0.3% |
| 6M | -1.0% | -37.3% | +36.2% | +2.4% |
| YTD | +15.3% | -11.2% | +26.5% | +14.3% |
| 1Y | +6.9% | +23.9% | -17.1% | +2.4% |
| 3Y | +85.4% | +225.1% | -139.7% | +56.6% |
| 5Y | +53.3% | +7.7% | +45.6% | +38.7% |
| 10Y | +620.3% | +86.9% | +533.5% | +523.2% |
| All | +620.3% | +72.5% | +547.9% | +523.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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