+257,148.5%
AMZN vs BKR
+269.5%
+256,879.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.5% | +1.4% |
| 7D | -2.7% | -6.7% | +4.0% | -1.1% |
| 30D | -7.5% | -8.3% | +0.9% | -5.6% |
| 3M | +5.8% | -5.4% | +11.2% | +6.9% |
| 6M | +17.5% | +0.8% | +16.7% | +16.4% |
| YTD | +9.1% | +31.8% | -22.7% | +0.7% |
| 1Y | +9.4% | +28.6% | -19.2% | +1.3% |
| 3Y | +82.2% | +71.2% | +11.0% | +55.0% |
| 5Y | +45.2% | +179.2% | -134.0% | +6.3% |
| 10Y | +562.7% | +124.0% | +438.8% | +358.9% |
| All | +257,148.5% | +269.5% | +256,879.0% | +125,364.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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