+47.3%
AMZN vs APH
+350.9%
-303.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.6% |
| 7D | -3.0% | +5.0% | -7.9% | -5.3% |
| 30D | -5.2% | -3.9% | -1.3% | -3.8% |
| 3M | +1.9% | +13.0% | -11.1% | -6.1% |
| 6M | +19.2% | +25.2% | -5.9% | +2.5% |
| YTD | +12.0% | +22.9% | -10.9% | -6.3% |
| 1Y | +9.7% | +47.8% | -38.2% | -20.2% |
| 3Y | +87.2% | +283.0% | -195.9% | -39.4% |
| All | +47.3% | +350.9% | -303.6% | -60.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling