+28,939.6%
AMZN vs AU
+783.5%
+28,156.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | +0.8% | -0.3% | +1.1% | +0.8% |
| 30D | -6.4% | +12.8% | -19.2% | -7.2% |
| 3M | +4.8% | +28.5% | -23.7% | +2.8% |
| 6M | +20.5% | +4.8% | +15.7% | +19.5% |
| YTD | +11.3% | +31.0% | -19.6% | +8.4% |
| 1Y | +9.0% | +81.4% | -72.5% | +3.5% |
| 3Y | +85.9% | +618.4% | -532.5% | +57.8% |
| 5Y | +45.8% | +686.3% | -640.5% | +21.8% |
| 10Y | +555.5% | +664.5% | -109.0% | +430.5% |
| All | +28,939.6% | +783.5% | +28,156.1% | +24,893.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling