+50.4%
AMZN vs RACE
+64.4%
-14.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.9% |
| 7D | +2.8% | -1.2% | +4.0% | +3.4% |
| 30D | +5.0% | +6.1% | -1.2% | +2.0% |
| 3M | +0.6% | -0.3% | +0.9% | +0.5% |
| 6M | -1.3% | +23.4% | -24.7% | -11.3% |
| YTD | +15.5% | +12.5% | +3.0% | +7.3% |
| 1Y | +12.2% | -0.5% | +12.7% | +10.9% |
| 3Y | +87.0% | +23.6% | +63.4% | +43.2% |
| All | +50.4% | +64.4% | -14.0% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 5y: compounded portfolio wealth divided by compounded RACE 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…
5y analysis · Full analysis span regression · 6 months rolling