+87.0%
AMZN vs OWL
-12.9%
+99.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.8% | +1.5% | +1.3% | +2.3% |
| 30D | +5.0% | +13.4% | -8.5% | +0.7% |
| 3M | +0.6% | -21.2% | +21.8% | +7.2% |
| 6M | -1.3% | +4.0% | -5.3% | -3.8% |
| YTD | +15.5% | -29.0% | +44.5% | +26.2% |
| 1Y | +12.2% | -28.4% | +40.7% | +21.8% |
| 3Y | +87.0% | -14.5% | +101.5% | +90.0% |
| All | +87.0% | -12.9% | +99.9% | +90.0% |
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