+7.5%
AMZN vs APP
-35.5%
+43.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.8% | -1.9% | +2.5% |
| 7D | +8.7% | +79.2% | -70.5% | +2.3% |
| 30D | +1.7% | +48.0% | -46.3% | -2.4% |
| 3M | -2.8% | +18.2% | -21.0% | -4.7% |
| 6M | -2.1% | -12.5% | +10.4% | -1.8% |
| YTD | +15.6% | -39.2% | +54.8% | +21.2% |
| All | +7.5% | -35.5% | +43.0% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling