+830.3%
AMZN vs RACE
+647.6%
+182.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.8% | +0.7% |
| 7D | -3.0% | -2.5% | -0.5% | -1.9% |
| 30D | -5.2% | +0.8% | -6.0% | -5.6% |
| 3M | +1.9% | +17.2% | -15.3% | -5.1% |
| 6M | +19.2% | +13.6% | +5.6% | +12.0% |
| YTD | +12.0% | +12.2% | -0.2% | +5.1% |
| 1Y | +9.7% | -16.3% | +25.9% | +15.5% |
| 3Y | +87.2% | +36.4% | +50.7% | +51.3% |
| 5Y | +48.7% | +95.0% | -46.3% | +1.3% |
| 10Y | +569.3% | +813.2% | -243.9% | +178.4% |
| All | +830.3% | +647.6% | +182.7% | +279.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling