+87.6%
AMZN vs APP
+801.9%
-714.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.8% |
| 7D | +2.8% | +10.6% | -7.8% | +1.3% |
| 30D | +3.4% | +44.6% | -41.2% | -2.4% |
| 3M | +0.1% | +29.6% | -29.5% | -4.3% |
| 6M | +0.6% | -19.8% | +20.4% | +1.8% |
| YTD | +15.9% | -41.6% | +57.4% | +20.8% |
| 1Y | +9.5% | -32.7% | +42.2% | +11.4% |
| All | +87.6% | +801.9% | -714.3% | +13.4% |
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