+620.3%
AMZN vs BN
+281.2%
+339.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.4% |
| 7D | +0.1% | -2.4% | +2.5% | +1.2% |
| 30D | +2.6% | +13.5% | -11.0% | -3.4% |
| 3M | -2.2% | -5.9% | +3.7% | +0.3% |
| 6M | -1.0% | -8.9% | +7.9% | +2.8% |
| YTD | +15.3% | -7.9% | +23.2% | +18.4% |
| 1Y | +6.9% | -8.3% | +15.1% | +9.8% |
| 3Y | +85.4% | +100.8% | -15.4% | +31.5% |
| 5Y | +53.3% | +38.2% | +15.1% | +25.5% |
| 10Y | +620.3% | +302.3% | +318.0% | +283.8% |
| All | +620.3% | +281.2% | +339.1% | +283.8% |
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