+56.2%
AMZN vs RKT
-12.8%
+69.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +0.1% |
| 7D | -2.7% | -7.2% | +4.5% | -1.7% |
| 30D | -7.5% | -7.9% | +0.4% | -6.5% |
| 3M | +5.8% | +5.2% | +0.7% | +4.6% |
| 6M | +17.5% | -14.9% | +32.4% | +19.0% |
| YTD | +9.1% | -31.9% | +41.0% | +13.4% |
| 1Y | +9.4% | -36.9% | +46.3% | +14.4% |
| 3Y | +82.2% | +35.7% | +46.5% | +61.0% |
| 5Y | +45.2% | -9.7% | +54.9% | +27.4% |
| All | +56.2% | -12.8% | +69.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RKT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling