+555.5%
AMZN vs AR
+45.1%
+510.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | +0.8% | -1.8% | +2.6% | +0.9% |
| 30D | -6.4% | +12.6% | -19.0% | -7.2% |
| 3M | +4.8% | +10.0% | -5.2% | +3.9% |
| 6M | +20.5% | +0.6% | +19.9% | +20.1% |
| YTD | +11.3% | +13.4% | -2.1% | +9.7% |
| 1Y | +9.0% | +21.7% | -12.7% | +6.7% |
| 3Y | +85.9% | +45.8% | +40.1% | +78.8% |
| 5Y | +45.8% | +144.3% | -98.5% | +36.3% |
| 10Y | +555.5% | +41.8% | +513.7% | +676.3% |
| All | +555.5% | +45.1% | +510.4% | +676.3% |
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