+264,716.1%
AMZN vs APD
+1,648.5%
+263,067.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.3% |
| 7D | +7.9% | -3.7% | +11.5% | +9.6% |
| 30D | -0.2% | +9.6% | -9.8% | -4.2% |
| 3M | -4.8% | +1.6% | -6.4% | -5.7% |
| 6M | -5.7% | +2.2% | -7.9% | -7.5% |
| YTD | +12.3% | +25.9% | -13.5% | +0.2% |
| 1Y | +6.7% | +20.1% | -13.4% | -3.3% |
| 3Y | +85.6% | +12.4% | +73.2% | +66.9% |
| 5Y | +47.4% | +11.1% | +36.2% | +31.8% |
| 10Y | +586.8% | +190.1% | +396.7% | +277.3% |
| All | +264,716.1% | +1,648.5% | +263,067.6% | +53,696.3% |
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