+564.1%
AMZN vs ASX
+973.8%
-409.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -2.9% |
| 7D | -1.0% | +11.1% | -12.1% | -4.4% |
| 30D | -9.2% | +9.6% | -18.8% | -12.3% |
| 3M | +3.4% | +18.6% | -15.3% | -5.0% |
| 6M | +18.2% | +92.1% | -73.9% | -9.6% |
| YTD | +9.3% | +158.5% | -149.1% | -25.5% |
| 1Y | +5.9% | +271.9% | -265.9% | -37.1% |
| 3Y | +82.6% | +465.2% | -382.6% | -9.9% |
| 5Y | +44.9% | +479.4% | -434.5% | -31.7% |
| 10Y | +564.1% | +992.0% | -427.9% | +133.0% |
| All | +564.1% | +973.8% | -409.7% | +133.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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