+565.7%
AMZN vs BR
+189.7%
+376.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.1% |
| 7D | -0.7% | -3.0% | +2.3% | +0.8% |
| 30D | -3.9% | -0.3% | -3.6% | -3.9% |
| 3M | +6.3% | +17.3% | -11.0% | -2.9% |
| 6M | +20.8% | -6.7% | +27.5% | +23.5% |
| YTD | +11.2% | -23.4% | +34.7% | +26.0% |
| 1Y | +11.7% | -32.7% | +44.3% | +35.5% |
| 3Y | +79.4% | -5.9% | +85.3% | +77.4% |
| 5Y | +48.0% | +8.4% | +39.6% | +32.5% |
| All | +565.7% | +189.7% | +376.0% | +257.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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