+553.0%
AMZN vs APO
+936.6%
-383.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.6% |
| 7D | -2.7% | -4.9% | +2.2% | -1.0% |
| 30D | -7.5% | -8.4% | +0.9% | -4.7% |
| 3M | +5.8% | -2.1% | +7.9% | +6.1% |
| 6M | +17.5% | +19.2% | -1.7% | +9.3% |
| YTD | +9.1% | -10.5% | +19.7% | +11.7% |
| 1Y | +9.4% | -2.7% | +12.1% | +7.9% |
| 3Y | +82.2% | +52.5% | +29.7% | +51.6% |
| 5Y | +45.2% | +132.1% | -86.9% | +3.5% |
| All | +553.0% | +936.6% | -383.6% | +205.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded APO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling