+74,551.5%
AMZN vs RBA
+3,565.6%
+70,986.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -3.0% | -2.9% | 0.0% | -2.1% |
| 30D | -5.2% | -12.3% | +7.1% | -1.6% |
| 3M | +1.9% | -20.5% | +22.4% | +8.2% |
| 6M | +19.2% | -18.5% | +37.8% | +25.7% |
| YTD | +12.0% | -18.2% | +30.2% | +17.5% |
| 1Y | +9.7% | -27.5% | +37.2% | +19.0% |
| 3Y | +87.2% | +38.1% | +49.1% | +65.3% |
| 5Y | +48.7% | +44.8% | +3.9% | +26.6% |
| 10Y | +569.3% | +187.1% | +382.2% | +341.1% |
| All | +74,551.5% | +3,565.6% | +70,986.0% | +18,199.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling