+8.7%
AMZN vs AG
+24.5%
-15.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.9% | +7.3% | +2.1% |
| 7D | +8.0% | +6.0% | +2.1% | +7.4% |
| 30D | +3.2% | -13.5% | +16.8% | +4.4% |
| 3M | -2.6% | -20.7% | +18.1% | -1.1% |
| 6M | -0.7% | -31.5% | +30.9% | +1.8% |
| YTD | +17.4% | -10.1% | +27.5% | +12.3% |
| All | +8.7% | +24.5% | -15.8% | -2.8% |
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