+6,018.0%
AMZN vs MKSI
+2,175.0%
+3,843.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.6% |
| 7D | -2.7% | +4.9% | -7.6% | -4.3% |
| 30D | -7.5% | -11.0% | +3.5% | -4.4% |
| 3M | +5.8% | -17.1% | +22.9% | +8.9% |
| 6M | +17.5% | +16.4% | +1.1% | +6.5% |
| YTD | +9.1% | +64.3% | -55.2% | -13.4% |
| 1Y | +9.4% | +137.7% | -128.4% | -24.8% |
| 3Y | +82.2% | +189.1% | -106.9% | +9.1% |
| 5Y | +45.2% | +83.1% | -37.9% | -1.1% |
| 10Y | +562.7% | +509.4% | +53.4% | +163.9% |
| All | +6,018.0% | +2,175.0% | +3,843.0% | +1,219.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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