+262,336.6%
AMZN vs MKC
+1,424.7%
+260,911.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | +0.8% | -4.3% | +5.2% | +2.3% |
| 30D | -6.4% | -2.0% | -4.4% | -5.8% |
| 3M | +4.8% | +10.0% | -5.2% | +1.1% |
| 6M | +20.5% | -18.5% | +39.0% | +27.9% |
| YTD | +11.3% | -22.4% | +33.8% | +19.3% |
| 1Y | +9.0% | -23.6% | +32.6% | +16.8% |
| 3Y | +85.9% | -30.4% | +116.3% | +101.3% |
| 5Y | +45.8% | -34.2% | +80.0% | +58.9% |
| 10Y | +555.5% | +26.8% | +528.7% | +434.0% |
| All | +262,336.6% | +1,424.7% | +260,911.9% | +86,081.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling