+53.0%
AMZN vs APP
+357.9%
-304.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.6% |
| 7D | -3.0% | +0.9% | -3.9% | -3.1% |
| 30D | -5.2% | -23.3% | +18.1% | -0.9% |
| 3M | +1.9% | -42.6% | +44.5% | +11.9% |
| 6M | +19.2% | -33.6% | +52.8% | +25.9% |
| YTD | +12.0% | -52.4% | +64.4% | +24.1% |
| 1Y | +9.7% | -35.9% | +45.6% | +12.9% |
| 3Y | +87.2% | +642.2% | -555.0% | -2.1% |
| 5Y | +48.7% | +311.1% | -262.4% | -23.6% |
| All | +53.0% | +357.9% | -304.9% | -25.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling