+76.0%
AMZN vs AU
+574.0%
-498.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.1% | 0.0% |
| 7D | -2.7% | -7.0% | +4.3% | -2.4% |
| 30D | -7.5% | +7.3% | -14.8% | -7.9% |
| 3M | +5.8% | +33.2% | -27.4% | +4.4% |
| 6M | +17.5% | -0.6% | +18.1% | +16.7% |
| YTD | +9.1% | +26.2% | -17.0% | +8.0% |
| 1Y | +9.4% | +68.3% | -58.9% | +7.8% |
| All | +76.0% | +574.0% | -498.0% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling