+262,336.6%
AMZN vs RJF
+5,191.9%
+257,144.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.2% |
| 7D | +0.8% | +1.8% | -1.0% | 0.0% |
| 30D | -6.4% | 0.0% | -6.4% | -6.4% |
| 3M | +4.8% | +18.0% | -13.2% | -2.8% |
| 6M | +20.5% | +17.0% | +3.6% | +11.8% |
| YTD | +11.3% | +11.1% | +0.2% | +5.1% |
| 1Y | +9.0% | +8.0% | +1.0% | +3.9% |
| 3Y | +85.9% | +73.3% | +12.6% | +41.7% |
| 5Y | +45.8% | +107.4% | -61.6% | +1.2% |
| 10Y | +555.5% | +428.5% | +127.0% | +166.7% |
| All | +262,336.6% | +5,191.9% | +257,144.7% | +24,862.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling