+1,644.4%
AMZN vs AR
-29.4%
+1,673.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.3% | -1.8% |
| 7D | +0.1% | +2.1% | -2.0% | -0.1% |
| 30D | +2.6% | +4.5% | -2.0% | +2.1% |
| 3M | -2.2% | +1.0% | -3.2% | -2.5% |
| 6M | -1.0% | +4.4% | -5.5% | -1.7% |
| YTD | +15.3% | +10.9% | +4.4% | +13.7% |
| 1Y | +6.9% | +8.6% | -1.7% | +5.5% |
| 3Y | +85.4% | +48.5% | +36.9% | +78.1% |
| 5Y | +53.3% | +95.7% | -42.4% | +44.3% |
| 10Y | +620.3% | +55.5% | +564.9% | +619.9% |
| All | +1,644.4% | -29.4% | +1,673.8% | +1,756.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling