+263,909.3%
AMZN vs APH
+21,904.0%
+242,005.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -47.8% | +47.3% | +20.7% |
| 7D | +0.9% | -48.7% | +49.6% | +23.4% |
| 30D | -5.2% | -51.9% | +46.8% | +19.2% |
| 3M | +1.9% | -43.6% | +45.4% | +17.2% |
| 6M | +19.2% | -37.5% | +56.8% | +29.0% |
| YTD | +12.0% | -38.6% | +50.6% | +19.5% |
| 1Y | +9.7% | -26.3% | +36.0% | +6.2% |
| 3Y | +87.2% | +89.2% | -2.0% | +12.1% |
| 5Y | +48.7% | +119.8% | -71.2% | -16.4% |
| 10Y | +569.3% | +454.3% | +115.1% | +136.1% |
| All | +263,909.3% | +21,904.0% | +242,005.3% | +25,995.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling