+12,534.9%
AMZN vs AG
+445.6%
+12,089.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.0% | +1.8% | 0.0% |
| 7D | -3.0% | +1.0% | -4.0% | -3.1% |
| 30D | -5.2% | +19.2% | -24.4% | -6.6% |
| 3M | +1.9% | +6.2% | -4.3% | +0.9% |
| 6M | +19.2% | -26.7% | +45.9% | +21.1% |
| YTD | +12.0% | +26.1% | -14.1% | +8.3% |
| 1Y | +9.7% | +131.7% | -122.0% | +0.3% |
| 3Y | +87.2% | +255.3% | -168.2% | +61.0% |
| 5Y | +48.7% | +61.9% | -13.3% | +33.4% |
| 10Y | +569.3% | +72.0% | +497.3% | +466.3% |
| All | +12,534.9% | +445.6% | +12,089.3% | +6,900.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling