+555.5%
AMZN vs APD
+161.1%
+394.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +0.8% | -2.5% | +3.3% | +1.7% |
| 30D | -6.4% | -1.9% | -4.5% | -5.8% |
| 3M | +4.8% | +8.2% | -3.4% | +1.4% |
| 6M | +20.5% | +10.7% | +9.8% | +15.3% |
| YTD | +11.3% | +22.9% | -11.6% | +2.2% |
| 1Y | +9.0% | +5.8% | +3.2% | +5.2% |
| 3Y | +85.9% | +7.8% | +78.1% | +74.1% |
| 5Y | +45.8% | +26.1% | +19.7% | +25.2% |
| 10Y | +555.5% | +163.7% | +391.8% | +275.8% |
| All | +555.5% | +161.1% | +394.4% | +275.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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