+565.7%
AMZN vs BX
+673.1%
-107.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.5% | -0.5% | +0.9% |
| 7D | -0.7% | -5.6% | +4.9% | +1.8% |
| 30D | -3.9% | -12.2% | +8.3% | +1.4% |
| 3M | +6.3% | +7.4% | -1.1% | +2.3% |
| 6M | +20.8% | +22.2% | -1.4% | +8.9% |
| YTD | +11.2% | -14.0% | +25.3% | +16.2% |
| 1Y | +11.7% | -27.3% | +39.0% | +25.1% |
| 3Y | +79.4% | +24.5% | +54.9% | +52.7% |
| 5Y | +48.0% | +18.9% | +29.2% | +23.1% |
| All | +565.7% | +673.1% | -107.4% | +170.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling