+52.1%
AMZN vs APP
+345.7%
-293.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.1% |
| 7D | +0.8% | +0.1% | +0.7% | +0.8% |
| 30D | -6.4% | -10.0% | +3.7% | -4.6% |
| 3M | +4.8% | -44.6% | +49.4% | +15.9% |
| 6M | +20.5% | -37.9% | +58.4% | +29.0% |
| YTD | +11.3% | -53.7% | +65.0% | +24.0% |
| 1Y | +9.0% | -43.0% | +51.9% | +15.0% |
| 3Y | +85.9% | +640.8% | -554.9% | -2.8% |
| 5Y | +45.8% | +358.8% | -313.1% | -25.1% |
| All | +52.1% | +345.7% | -293.6% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling