+207.0%
AMZN vs FOXA
+92.4%
+114.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.8% | +1.7% |
| 7D | -0.7% | +0.8% | -1.5% | -0.8% |
| 30D | -3.9% | +5.0% | -9.0% | -5.0% |
| 3M | +6.3% | -3.0% | +9.4% | +6.2% |
| 6M | +20.8% | +14.8% | +6.0% | +16.0% |
| YTD | +11.2% | -8.9% | +20.2% | +12.3% |
| 1Y | +11.7% | +13.3% | -1.7% | +7.1% |
| 3Y | +79.4% | +115.4% | -36.0% | +49.7% |
| 5Y | +48.0% | +95.3% | -47.2% | +25.1% |
| All | +207.0% | +92.4% | +114.6% | +156.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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