+264,716.1%
AMZN vs BA
+456.5%
+264,259.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.5% |
| 7D | +7.9% | +1.1% | +6.8% | +7.5% |
| 30D | -0.2% | -7.9% | +7.7% | +2.4% |
| 3M | -4.8% | -25.3% | +20.6% | +5.2% |
| 6M | -5.7% | -24.6% | +18.9% | +3.2% |
| YTD | +12.3% | -20.1% | +32.5% | +19.5% |
| 1Y | +6.7% | -11.8% | +18.4% | +9.1% |
| 3Y | +85.6% | -10.1% | +95.7% | +82.5% |
| 5Y | +47.4% | -22.7% | +70.1% | +48.8% |
| 10Y | +586.8% | +35.1% | +551.8% | +333.9% |
| All | +264,716.1% | +456.5% | +264,259.6% | +80,501.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling