+272,232.7%
AMZN vs APA
+390.6%
+271,842.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | +2.8% | +8.5% | -5.7% | +1.5% |
| 30D | +5.0% | +2.8% | +2.2% | +4.2% |
| 3M | +0.6% | +21.7% | -21.1% | -3.1% |
| 6M | -1.3% | +32.6% | -33.9% | -6.7% |
| YTD | +15.5% | +103.7% | -88.2% | +0.5% |
| 1Y | +12.2% | +101.8% | -89.6% | -2.3% |
| 3Y | +87.0% | +48.1% | +39.0% | +66.4% |
| 5Y | +51.3% | +91.9% | -40.6% | +24.9% |
| 10Y | +621.7% | +8.4% | +613.3% | +456.1% |
| All | +272,232.7% | +390.6% | +271,842.1% | +177,763.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling