+85.6%
AMZN vs CAPR
+214.7%
-129.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -0.4% |
| 7D | +7.9% | +41.1% | -33.2% | +7.8% |
| 30D | -0.2% | +11.1% | -11.3% | -0.3% |
| 3M | -4.8% | +115.3% | -120.1% | -4.9% |
| 6M | -5.7% | -73.8% | +68.1% | -5.4% |
| YTD | +12.3% | -68.8% | +81.2% | +12.6% |
| 1Y | +6.7% | +43.3% | -36.6% | +5.8% |
| 3Y | +85.6% | +214.7% | -129.1% | +82.1% |
| All | +85.6% | +214.7% | -129.1% | +82.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling