+47.3%
AMZN vs APP
+313.3%
-265.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.6% |
| 7D | -3.0% | +0.9% | -3.9% | -3.2% |
| 30D | -5.2% | -23.3% | +18.1% | -0.7% |
| 3M | +1.9% | -42.6% | +44.5% | +12.3% |
| 6M | +19.2% | -33.6% | +52.8% | +26.2% |
| YTD | +12.0% | -52.4% | +64.4% | +24.6% |
| 1Y | +9.7% | -35.9% | +45.6% | +13.0% |
| 3Y | +87.2% | +642.2% | -555.0% | -6.8% |
| All | +47.3% | +313.3% | -265.9% | -26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling