+85.6%
AMZN vs APP
+894.0%
-808.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.9% | -10.2% | -1.6% |
| 7D | +7.9% | +71.2% | -63.3% | -0.5% |
| 30D | -0.2% | +39.1% | -39.3% | -5.3% |
| 3M | -4.8% | +16.5% | -21.3% | -7.6% |
| 6M | -5.7% | -16.6% | +10.8% | -5.2% |
| YTD | +12.3% | -41.9% | +54.3% | +17.2% |
| 1Y | +6.7% | -37.0% | +43.7% | +9.6% |
| 3Y | +85.6% | +892.4% | -806.9% | +9.5% |
| All | +85.6% | +894.0% | -808.4% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling