+620.3%
AMZN vs BA
+28.0%
+592.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.9% |
| 7D | +0.1% | -1.4% | +1.4% | +0.4% |
| 30D | +2.6% | -7.9% | +10.5% | +4.4% |
| 3M | -2.2% | -25.2% | +22.9% | +4.5% |
| 6M | -1.0% | -26.7% | +25.7% | +6.0% |
| YTD | +15.3% | -19.6% | +34.9% | +20.2% |
| 1Y | +6.9% | -10.6% | +17.4% | +8.3% |
| 3Y | +85.4% | -11.2% | +96.7% | +84.3% |
| 5Y | +53.3% | -20.4% | +73.7% | +51.7% |
| 10Y | +620.3% | +26.8% | +593.6% | +620.3% |
| All | +620.3% | +28.0% | +592.4% | +620.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling