+641.7%
AMZN vs AME
+444.5%
+197.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +2.8% | +5.9% | -3.0% | 0.0% |
| 30D | +5.0% | -1.9% | +6.9% | +5.5% |
| 3M | +0.6% | -5.4% | +5.9% | +2.7% |
| 6M | -1.3% | +4.9% | -6.2% | -4.7% |
| YTD | +15.5% | +18.5% | -2.9% | +4.3% |
| 1Y | +12.2% | +25.5% | -13.2% | -1.6% |
| 3Y | +87.0% | +63.0% | +24.0% | +41.5% |
| 5Y | +51.3% | +78.3% | -27.0% | +8.6% |
| All | +641.7% | +444.5% | +197.2% | +238.8% |
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