+85.6%
AMZN vs RBA
+42.3%
+43.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | +7.9% | +4.3% | +3.6% | +7.0% |
| 30D | -0.2% | +16.3% | -16.6% | -3.7% |
| 3M | -4.8% | +1.3% | -6.1% | -5.0% |
| 6M | -5.7% | -11.1% | +5.4% | -3.6% |
| YTD | +12.3% | -8.5% | +20.8% | +13.5% |
| 1Y | +6.7% | -2.1% | +8.8% | +6.0% |
| 3Y | +85.6% | +44.6% | +41.0% | +76.6% |
| All | +85.6% | +42.3% | +43.3% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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