+12,914.4%
AMZN vs BR
+1,286.0%
+11,628.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.7% |
| 7D | +0.8% | -5.9% | +6.8% | +3.9% |
| 30D | -6.4% | +1.9% | -8.3% | -7.4% |
| 3M | +4.8% | +14.7% | -9.9% | -3.2% |
| 6M | +20.5% | -12.8% | +33.3% | +27.2% |
| YTD | +11.3% | -23.0% | +34.4% | +24.9% |
| 1Y | +9.0% | -31.7% | +40.6% | +29.8% |
| 3Y | +85.9% | -4.8% | +90.7% | +83.1% |
| 5Y | +45.8% | +7.8% | +37.9% | +33.8% |
| 10Y | +555.5% | +184.1% | +371.4% | +252.0% |
| All | +12,914.4% | +1,286.0% | +11,628.5% | +2,759.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling