+263,909.3%
AMZN vs BA
+581.2%
+263,328.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | -0.4% |
| 7D | -3.0% | +1.2% | -4.1% | -3.4% |
| 30D | -5.2% | -11.6% | +6.4% | -0.9% |
| 3M | +1.9% | -2.4% | +4.2% | +2.3% |
| 6M | +19.2% | -6.6% | +25.9% | +21.1% |
| YTD | +12.0% | -2.2% | +14.2% | +11.4% |
| 1Y | +9.7% | -8.0% | +17.7% | +11.1% |
| 3Y | +87.2% | -5.0% | +92.2% | +81.5% |
| 5Y | +48.7% | -2.7% | +51.4% | +38.6% |
| 10Y | +569.3% | +75.9% | +493.5% | +283.8% |
| All | +263,909.3% | +581.2% | +263,328.1% | +75,050.2% |
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 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