+564.1%
AMZN vs JD
+14.7%
+549.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -1.2% |
| 7D | -1.0% | -3.0% | +2.0% | -0.3% |
| 30D | -9.2% | -19.3% | +10.1% | -4.6% |
| 3M | +3.4% | -6.0% | +9.4% | +4.8% |
| 6M | +18.2% | +1.8% | +16.4% | +17.3% |
| YTD | +9.3% | -2.6% | +11.9% | +9.4% |
| 1Y | +5.9% | -17.4% | +23.4% | +10.0% |
| 3Y | +82.6% | -8.6% | +91.2% | +75.1% |
| 5Y | +44.9% | -61.6% | +106.5% | +62.3% |
| 10Y | +564.1% | +16.9% | +547.2% | +354.4% |
| All | +564.1% | +14.7% | +549.4% | +354.4% |
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