+50.9%
AMZN vs RKT
-7.1%
+57.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.1% | +5.5% | +1.5% |
| 7D | +2.8% | -7.5% | +10.3% | +4.3% |
| 30D | +3.4% | +26.6% | -23.2% | -1.8% |
| 3M | +0.1% | -2.4% | +2.5% | -0.1% |
| 6M | +0.6% | -7.4% | +8.0% | +0.7% |
| YTD | +15.9% | -29.2% | +45.0% | +21.1% |
| 1Y | +9.5% | -23.5% | +33.1% | +12.3% |
| 3Y | +86.3% | +73.9% | +12.4% | +29.6% |
| All | +50.9% | -7.1% | +57.9% | +17.6% |
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