+565.7%
AMZN vs MKC
+29.9%
+535.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | -0.7% | -1.5% | +0.8% | -0.3% |
| 30D | -3.9% | -3.1% | -0.8% | -3.3% |
| 3M | +6.3% | +5.2% | +1.1% | +4.9% |
| 6M | +20.8% | -12.8% | +33.6% | +23.9% |
| YTD | +11.2% | -23.3% | +34.5% | +17.0% |
| 1Y | +11.7% | -24.1% | +35.8% | +17.5% |
| 3Y | +79.4% | -32.1% | +111.5% | +92.2% |
| 5Y | +48.0% | -32.8% | +80.8% | +57.5% |
| All | +565.7% | +29.9% | +535.8% | +499.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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