+6.7%
AMZN vs BA
-12.5%
+19.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | +7.9% | +1.1% | +6.8% | +7.7% |
| 30D | -0.2% | -7.9% | +7.7% | +1.2% |
| 3M | -4.8% | -25.3% | +20.6% | +0.6% |
| 6M | -5.7% | -24.6% | +18.9% | -1.1% |
| YTD | +12.3% | -20.1% | +32.5% | +13.9% |
| 1Y | +6.7% | -11.8% | +18.4% | +6.7% |
| All | +6.7% | -12.5% | +19.2% | +6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling