+641.7%
AMZN vs AR
+57.4%
+584.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +2.8% | +7.4% | -4.5% | +2.3% |
| 30D | +5.0% | +5.8% | -0.8% | +4.4% |
| 3M | +0.6% | +5.2% | -4.6% | 0.0% |
| 6M | -1.3% | +5.4% | -6.7% | -2.0% |
| YTD | +15.5% | +12.4% | +3.1% | +13.8% |
| 1Y | +12.2% | +12.8% | -0.6% | +10.4% |
| 3Y | +87.0% | +47.2% | +39.8% | +79.8% |
| 5Y | +51.3% | +101.1% | -49.9% | +42.7% |
| All | +641.7% | +57.4% | +584.3% | +783.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling