+5.9%
AMZN vs AG
+124.1%
-118.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -1.9% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -9.2% | +12.5% | -21.7% | -10.1% |
| 3M | +3.4% | +28.2% | -24.8% | +1.4% |
| 6M | +18.2% | -18.8% | +37.1% | +18.7% |
| YTD | +9.3% | +27.4% | -18.0% | +6.6% |
| 1Y | +5.9% | +132.2% | -126.2% | +2.0% |
| All | +5.9% | +124.1% | -118.1% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling