+5.9%
AMZN vs ASX
+275.6%
-269.6%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -2.3% |
| 7D | -1.0% | +11.1% | -12.1% | -2.5% |
| 30D | -9.2% | +9.6% | -18.8% | -10.6% |
| 3M | +3.4% | +18.6% | -15.3% | -1.7% |
| 6M | +18.2% | +92.1% | -73.9% | -1.4% |
| YTD | +9.3% | +158.5% | -149.1% | -17.2% |
| 1Y | +5.9% | +271.9% | -265.9% | -26.8% |
| All | +5.9% | +275.6% | -269.6% | -26.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling