+620.3%
AMZN vs AME
+437.3%
+183.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -2.0% |
| 7D | +0.1% | +1.1% | -1.0% | -0.6% |
| 30D | +2.6% | -4.1% | +6.6% | +4.3% |
| 3M | -2.2% | -6.3% | +4.1% | +0.3% |
| 6M | -1.0% | +3.5% | -4.6% | -3.9% |
| YTD | +15.3% | +17.3% | -2.0% | +4.6% |
| 1Y | +6.9% | +22.0% | -15.2% | -5.0% |
| 3Y | +85.4% | +62.0% | +23.4% | +40.7% |
| 5Y | +53.3% | +78.5% | -25.2% | +10.1% |
| 10Y | +620.3% | +441.6% | +178.7% | +234.0% |
| All | +620.3% | +437.3% | +183.0% | +234.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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