+264,716.1%
AMZN vs KEY
+119.9%
+264,596.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | +7.9% | -1.3% | +9.2% | +8.3% |
| 30D | -0.2% | +5.1% | -5.4% | -1.6% |
| 3M | -4.8% | -7.1% | +2.3% | -3.1% |
| 6M | -5.7% | -4.4% | -1.3% | -4.9% |
| YTD | +12.3% | +4.0% | +8.3% | +10.7% |
| 1Y | +6.7% | +23.4% | -16.7% | +0.5% |
| 3Y | +85.6% | +113.9% | -28.4% | +49.2% |
| 5Y | +47.4% | +12.3% | +35.0% | +34.9% |
| 10Y | +586.8% | +125.5% | +461.4% | +366.3% |
| All | +264,716.1% | +119.9% | +264,596.2% | +102,075.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 all: compounded portfolio wealth divided by compounded KEY 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…
all analysis · Full analysis span regression · 6 months rolling