+7,363.5%
AMZN vs BX
+910.6%
+6,453.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.1% |
| 7D | +0.8% | -2.0% | +2.8% | +1.5% |
| 30D | -6.4% | -2.3% | -4.1% | -5.8% |
| 3M | +4.8% | +18.5% | -13.7% | -1.4% |
| 6M | +20.5% | +23.7% | -3.2% | +11.2% |
| YTD | +11.3% | -10.4% | +21.7% | +13.6% |
| 1Y | +9.0% | -19.6% | +28.5% | +14.7% |
| 3Y | +85.9% | +30.8% | +55.1% | +64.1% |
| 5Y | +45.8% | +24.3% | +21.4% | +28.2% |
| 10Y | +555.5% | +679.5% | -124.0% | +228.0% |
| All | +7,363.5% | +910.6% | +6,453.0% | +2,694.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling