+263,909.3%
AMZN vs BAX
+241.5%
+263,667.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.4% |
| 7D | -3.0% | -1.1% | -1.8% | -2.6% |
| 30D | -5.2% | -5.5% | +0.3% | -3.6% |
| 3M | +1.9% | +33.5% | -31.7% | -7.0% |
| 6M | +19.2% | +35.9% | -16.6% | +7.8% |
| YTD | +12.0% | +35.4% | -23.4% | +0.4% |
| 1Y | +9.7% | +9.8% | -0.1% | +3.8% |
| 3Y | +87.2% | -32.7% | +119.9% | +98.0% |
| 5Y | +48.7% | -65.6% | +114.2% | +92.5% |
| 10Y | +569.3% | -34.9% | +604.2% | +591.7% |
| All | +263,909.3% | +241.5% | +263,667.8% | +125,548.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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