+67.1%
AMZN vs AS
+131.9%
-64.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.2% |
| 7D | +0.1% | -3.0% | +3.1% | +0.7% |
| 30D | +2.6% | +9.6% | -7.0% | +0.5% |
| 3M | -2.2% | -8.2% | +5.9% | -0.6% |
| 6M | -1.0% | -9.9% | +8.9% | +0.7% |
| YTD | +15.3% | -16.8% | +32.1% | +18.7% |
| 1Y | +6.9% | +3.0% | +3.9% | +4.8% |
| All | +67.1% | +131.9% | -64.8% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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