+2,781.6%
AMZN vs APO
+1,753.5%
+1,028.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.5% | 0.0% |
| 7D | -3.0% | -1.0% | -2.0% | -2.7% |
| 30D | -5.2% | +3.5% | -8.7% | -6.4% |
| 3M | +1.9% | +4.5% | -2.7% | 0.0% |
| 6M | +19.2% | +22.8% | -3.6% | +10.6% |
| YTD | +12.0% | -6.5% | +18.5% | +12.8% |
| 1Y | +9.7% | +0.8% | +8.9% | +7.2% |
| 3Y | +87.2% | +62.0% | +25.2% | +55.9% |
| 5Y | +48.7% | +138.2% | -89.6% | +8.9% |
| 10Y | +569.3% | +940.3% | -370.9% | +216.1% |
| All | +2,781.6% | +1,753.5% | +1,028.1% | +1,051.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling