+87.6%
AMZN vs APA
+43.6%
+44.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.3% |
| 7D | +2.8% | +9.6% | -6.8% | +2.0% |
| 30D | +3.4% | -0.2% | +3.7% | +3.2% |
| 3M | +0.1% | +19.8% | -19.8% | -2.2% |
| 6M | +0.6% | +30.1% | -29.4% | -2.9% |
| YTD | +15.9% | +100.4% | -84.6% | +2.2% |
| 1Y | +9.5% | +105.2% | -95.7% | -4.1% |
| All | +87.6% | +43.6% | +44.0% | +61.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling