+50.4%
AMZN vs APH
+289.4%
-238.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.5% | +0.5% |
| 7D | +2.8% | +4.9% | -2.0% | +0.5% |
| 30D | +5.0% | -5.4% | +10.3% | +6.7% |
| 3M | +0.6% | -5.5% | +6.0% | +1.7% |
| 6M | -1.3% | +25.9% | -27.2% | -15.8% |
| YTD | +15.5% | +16.4% | -0.8% | -2.0% |
| 1Y | +12.2% | +16.5% | -4.2% | -5.4% |
| 3Y | +87.0% | +270.9% | -183.8% | -40.6% |
| All | +50.4% | +289.4% | -238.9% | -57.2% |
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