+85.9%
AMZN vs APA
+9.3%
+76.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.8% |
| 7D | +0.8% | -1.7% | +2.5% | +1.0% |
| 30D | -6.4% | +15.7% | -22.1% | -7.8% |
| 3M | +4.8% | +16.5% | -11.7% | +3.0% |
| 6M | +20.5% | +35.1% | -14.6% | +14.7% |
| YTD | +11.3% | +82.2% | -70.9% | +0.4% |
| 1Y | +9.0% | +102.5% | -93.5% | -4.4% |
| 3Y | +85.9% | +10.3% | +75.6% | +49.5% |
| All | +85.9% | +9.3% | +76.6% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APA 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling