+58.0%
AMZN vs APP
+485.7%
-427.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.8% | -1.9% | +2.1% |
| 7D | +8.7% | +79.2% | -70.5% | -3.6% |
| 30D | +1.7% | +48.0% | -46.3% | -6.6% |
| 3M | -2.8% | +18.2% | -21.0% | -7.1% |
| 6M | -2.1% | -12.5% | +10.4% | -2.5% |
| YTD | +15.6% | -39.2% | +54.8% | +20.7% |
| 1Y | +9.2% | -33.9% | +43.1% | +11.6% |
| 3Y | +89.9% | +933.3% | -843.4% | -8.2% |
| 5Y | +49.3% | +295.9% | -246.6% | -26.5% |
| All | +58.0% | +485.7% | -427.7% | -27.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling