+641.7%
AMZN vs BA
+24.8%
+616.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.8% | -1.1% | +3.9% | +3.1% |
| 30D | +5.0% | -7.1% | +12.1% | +6.6% |
| 3M | +0.6% | -25.5% | +26.1% | +7.6% |
| 6M | -1.3% | -28.7% | +27.4% | +6.4% |
| YTD | +15.5% | -21.0% | +36.5% | +20.9% |
| 1Y | +12.2% | -11.9% | +24.1% | +14.1% |
| 3Y | +87.0% | -16.2% | +103.2% | +88.4% |
| 5Y | +51.3% | -22.4% | +73.7% | +50.5% |
| All | +641.7% | +24.8% | +616.9% | +627.2% |
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