+56.5%
AMZN vs RKT
-11.2%
+67.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -1.4% |
| 7D | -1.0% | -1.0% | -0.1% | -0.9% |
| 30D | -9.2% | -2.4% | -6.8% | -9.1% |
| 3M | +3.4% | +1.9% | +1.5% | +2.6% |
| 6M | +18.2% | -13.9% | +32.1% | +19.5% |
| YTD | +9.3% | -30.6% | +40.0% | +13.3% |
| 1Y | +5.9% | -34.4% | +40.3% | +10.2% |
| 3Y | +82.6% | +38.2% | +44.4% | +60.9% |
| 5Y | +44.9% | -9.7% | +54.5% | +26.9% |
| All | +56.5% | -11.2% | +67.7% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling