+264,716.1%
AMZN vs APH
+42,584.8%
+222,131.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.1% | -4.5% | -2.3% |
| 7D | +7.9% | -5.9% | +13.8% | +10.3% |
| 30D | -0.2% | -14.8% | +14.6% | +6.7% |
| 3M | -4.8% | -12.4% | +7.7% | -0.1% |
| 6M | -5.7% | +8.1% | -13.8% | -12.3% |
| YTD | +12.3% | +10.9% | +1.4% | +0.4% |
| 1Y | +6.7% | +8.8% | -2.1% | -4.1% |
| 3Y | +85.6% | +262.1% | -176.5% | -9.4% |
| 5Y | +47.4% | +283.1% | -235.8% | -29.4% |
| 10Y | +586.8% | +908.1% | -321.3% | +102.3% |
| All | +264,716.1% | +42,584.8% | +222,131.3% | +21,107.9% |
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