+49.3%
AMZN vs ASX
+464.2%
-414.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +8.6% | -5.7% | +0.1% |
| 7D | +8.7% | -12.3% | +21.0% | +12.3% |
| 30D | +1.7% | -26.0% | +27.7% | +10.7% |
| 3M | -2.8% | -8.1% | +5.4% | -3.1% |
| 6M | -2.1% | +1.4% | -3.5% | -10.4% |
| YTD | +15.6% | +115.6% | -99.9% | -26.0% |
| 1Y | +9.2% | +128.0% | -118.8% | -32.1% |
| 3Y | +89.9% | +371.4% | -281.5% | -24.3% |
| 5Y | +49.3% | +469.4% | -420.1% | -49.6% |
| All | +49.3% | +464.2% | -414.9% | -49.6% |
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