+564.1%
AMZN vs AME
+425.2%
+138.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -1.0% | +1.3% | -2.3% | -1.6% |
| 30D | -9.2% | -6.6% | -2.7% | -6.3% |
| 3M | +3.4% | +3.0% | +0.4% | +1.3% |
| 6M | +18.2% | +5.3% | +12.9% | +14.2% |
| YTD | +9.3% | +15.4% | -6.1% | +0.5% |
| 1Y | +5.9% | +26.8% | -20.9% | -7.5% |
| 3Y | +82.6% | +56.5% | +26.1% | +42.1% |
| 5Y | +44.9% | +85.2% | -40.4% | +3.3% |
| 10Y | +564.1% | +428.5% | +135.5% | +217.3% |
| All | +564.1% | +425.2% | +138.8% | +217.3% |
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