+276,532.2%
AMZN vs APD
+1,702.8%
+274,829.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | +8.0% | -0.2% | +8.3% | +8.2% |
| 30D | +3.2% | +11.0% | -7.8% | -1.4% |
| 3M | -2.6% | +2.0% | -4.6% | -3.6% |
| 6M | -0.7% | +7.1% | -7.7% | -4.4% |
| YTD | +17.4% | +29.8% | -12.4% | +3.3% |
| 1Y | +9.0% | +24.0% | -15.0% | -2.5% |
| 3Y | +88.7% | +27.2% | +61.5% | +61.8% |
| 5Y | +55.6% | +12.8% | +42.8% | +38.4% |
| 10Y | +629.7% | +185.0% | +444.7% | +304.7% |
| All | +276,532.2% | +1,702.8% | +274,829.5% | +55,386.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling