+643.8%
AMZN vs AR
+57.2%
+586.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.4% |
| 7D | +2.8% | +6.4% | -3.6% | +2.3% |
| 30D | +3.4% | +3.1% | +0.3% | +3.1% |
| 3M | +0.1% | +3.3% | -3.2% | -0.4% |
| 6M | +0.6% | +6.6% | -5.9% | -0.2% |
| YTD | +15.9% | +12.3% | +3.5% | +14.1% |
| 1Y | +9.5% | +12.3% | -2.8% | +7.8% |
| 3Y | +86.3% | +50.4% | +35.8% | +78.8% |
| 5Y | +51.7% | +101.0% | -49.3% | +43.2% |
| All | +643.8% | +57.2% | +586.6% | +785.7% |
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