+641.7%
AMZN vs JD
+31.5%
+610.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | +2.8% | -4.1% | +7.0% | +3.8% |
| 30D | +5.0% | +4.6% | +0.3% | +3.8% |
| 3M | +0.6% | -4.7% | +5.3% | +1.6% |
| 6M | -1.3% | -17.4% | +16.1% | +2.9% |
| YTD | +15.5% | +0.7% | +14.8% | +14.6% |
| 1Y | +12.2% | -5.9% | +18.1% | +13.1% |
| 3Y | +87.0% | +18.9% | +68.1% | +67.7% |
| 5Y | +51.3% | -62.9% | +114.2% | +72.7% |
| All | +641.7% | +31.5% | +610.2% | +411.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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