+555.5%
AMZN vs BA
+73.1%
+482.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +0.8% | +2.5% | -1.7% | +0.2% |
| 30D | -6.4% | -10.1% | +3.7% | -3.9% |
| 3M | +4.8% | -2.4% | +7.2% | +5.1% |
| 6M | +20.5% | -8.8% | +29.3% | +22.6% |
| YTD | +11.3% | -2.9% | +14.3% | +11.2% |
| 1Y | +9.0% | -8.8% | +17.7% | +10.2% |
| 3Y | +85.9% | -0.3% | +86.2% | +80.1% |
| 5Y | +45.8% | -0.3% | +46.1% | +37.4% |
| 10Y | +555.5% | +72.3% | +483.1% | +434.0% |
| All | +555.5% | +73.1% | +482.4% | +434.0% |
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