+6.7%
AMZN vs CAPR
+47.4%
-40.7%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +8.3% | -2.1% | +6.1% |
| 7D | +4.5% | +43.2% | -38.7% | +4.6% |
| 30D | +5.8% | +14.7% | -8.8% | +5.9% |
| 3M | -4.1% | +113.9% | -118.0% | -3.7% |
| 6M | -2.2% | -73.4% | +71.2% | -2.2% |
| YTD | +15.3% | -69.1% | +84.3% | +15.4% |
| 1Y | +6.7% | +47.2% | -40.5% | +7.5% |
| All | +6.7% | +47.4% | -40.7% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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