+564.1%
AMZN vs DAR
+364.6%
+199.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | -1.0% | -0.2% | -0.8% | -1.0% |
| 30D | -9.2% | +7.4% | -16.7% | -10.8% |
| 3M | +3.4% | +15.7% | -12.3% | -0.2% |
| 6M | +18.2% | +30.0% | -11.8% | +10.8% |
| YTD | +9.3% | +87.5% | -78.2% | -5.7% |
| 1Y | +5.9% | +113.4% | -107.4% | -11.7% |
| 3Y | +82.6% | +15.3% | +67.3% | +69.5% |
| 5Y | +44.9% | -4.3% | +49.2% | +38.8% |
| 10Y | +564.1% | +380.2% | +183.9% | +338.3% |
| All | +564.1% | +364.6% | +199.5% | +338.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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