+67.4%
AMZN vs AS
+123.4%
-56.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +2.8% | -4.9% | +7.7% | +4.0% |
| 30D | +5.0% | +3.9% | +1.1% | +4.0% |
| 3M | +0.6% | -9.6% | +10.2% | +2.6% |
| 6M | -1.3% | -8.7% | +7.4% | +0.2% |
| YTD | +15.5% | -19.8% | +35.4% | +19.9% |
| 1Y | +12.2% | -1.5% | +13.8% | +11.2% |
| All | +67.4% | +123.4% | -56.0% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling