+9.7%
AMZN vs BX
-15.8%
+25.5%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | +0.1% |
| 7D | -3.0% | -4.4% | +1.4% | -2.1% |
| 30D | -5.2% | +0.1% | -5.3% | -5.3% |
| 3M | +1.9% | +16.0% | -14.2% | -1.3% |
| 6M | +19.2% | +21.6% | -2.4% | +14.1% |
| YTD | +12.0% | -8.9% | +20.9% | +12.0% |
| 1Y | +9.7% | -16.6% | +26.3% | +9.2% |
| All | +9.7% | -15.8% | +25.5% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling