+15,000.8%
AMZN vs ASX
+3,319.4%
+11,681.4%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.8% | +0.5% |
| 7D | +8.0% | -9.1% | +17.2% | +10.0% |
| 30D | +3.2% | -23.6% | +26.8% | +9.7% |
| 3M | -2.6% | -5.6% | +3.0% | -3.3% |
| 6M | -0.7% | +4.7% | -5.4% | -6.9% |
| YTD | +17.4% | +122.6% | -105.2% | -12.9% |
| 1Y | +9.0% | +133.0% | -124.0% | -20.3% |
| 3Y | +88.7% | +367.1% | -278.4% | +9.3% |
| 5Y | +55.6% | +504.7% | -449.2% | -17.0% |
| 10Y | +629.7% | +887.2% | -257.5% | +215.4% |
| All | +15,000.8% | +3,319.4% | +11,681.4% | +3,003.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling