+45.8%
AMZN vs ASX
+472.4%
-426.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.1% | -6.7% | -2.8% |
| 7D | +0.8% | +6.3% | -5.5% | -1.5% |
| 30D | -6.4% | +6.4% | -12.8% | -9.0% |
| 3M | +4.8% | +13.1% | -8.4% | -3.4% |
| 6M | +20.5% | +90.3% | -69.8% | -13.0% |
| YTD | +11.3% | +149.6% | -138.3% | -29.8% |
| 1Y | +9.0% | +249.2% | -240.2% | -41.7% |
| 3Y | +85.9% | +445.9% | -360.0% | -25.6% |
| 5Y | +45.8% | +477.7% | -432.0% | -48.7% |
| All | +45.8% | +472.4% | -426.7% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling