+263,909.3%
AMZN vs APH
+47,198.2%
+216,711.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.6% |
| 7D | -3.0% | +5.0% | -7.9% | -5.2% |
| 30D | -5.2% | -3.9% | -1.3% | -3.8% |
| 3M | +1.9% | +13.0% | -11.1% | -5.5% |
| 6M | +19.2% | +25.2% | -5.9% | +4.0% |
| YTD | +12.0% | +22.9% | -10.9% | -3.7% |
| 1Y | +9.7% | +47.8% | -38.2% | -14.5% |
| 3Y | +87.2% | +283.0% | -195.9% | -10.1% |
| 5Y | +48.7% | +349.7% | -301.0% | -33.3% |
| 10Y | +569.3% | +1,061.2% | -491.9% | +86.3% |
| All | +263,909.3% | +47,198.2% | +216,711.1% | +20,253.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling