+565.7%
AMZN vs BN
+265.2%
+300.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.7% |
| 7D | -0.7% | -5.2% | +4.5% | +1.8% |
| 30D | -3.9% | -14.5% | +10.5% | +3.2% |
| 3M | +6.3% | -15.0% | +21.3% | +14.5% |
| 6M | +20.8% | -5.4% | +26.2% | +23.3% |
| YTD | +11.2% | -16.4% | +27.7% | +19.7% |
| 1Y | +11.7% | -16.2% | +27.9% | +19.8% |
| 3Y | +79.4% | +67.5% | +11.9% | +37.8% |
| 5Y | +48.0% | +34.1% | +13.9% | +24.3% |
| All | +565.7% | +265.2% | +300.5% | +255.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling