+76.4%
AMZN vs OWL
+3.8%
+72.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.4% | -0.9% |
| 7D | -1.0% | -6.4% | +5.4% | +0.8% |
| 30D | -9.2% | -5.0% | -4.2% | -8.2% |
| 3M | +3.4% | +15.4% | -12.1% | -1.5% |
| 6M | +18.2% | +15.5% | +2.7% | +11.7% |
| YTD | +9.3% | -22.7% | +32.0% | +16.8% |
| 1Y | +5.9% | -34.1% | +40.0% | +18.4% |
| All | +76.4% | +3.8% | +72.6% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 3y: compounded portfolio wealth divided by compounded OWL 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…
3y analysis · Full analysis span regression · 6 months rolling