+47.5%
AMZN vs RKT
-7.0%
+54.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | +0.8% | +6.0% | -5.2% | -0.5% |
| 30D | -6.4% | +0.7% | -7.0% | -6.7% |
| 3M | +4.8% | +11.8% | -7.0% | +1.5% |
| 6M | +20.5% | -7.6% | +28.1% | +20.6% |
| YTD | +11.3% | -28.7% | +40.0% | +16.7% |
| 1Y | +9.0% | -32.6% | +41.5% | +14.9% |
| 3Y | +85.9% | +42.1% | +43.8% | +41.2% |
| All | +47.5% | -7.0% | +54.6% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling