+60.3%
AMZN vs RKT
-7.0%
+67.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +1.0% | 0.0% |
| 7D | -3.0% | +2.1% | -5.1% | -3.3% |
| 30D | -5.2% | +1.4% | -6.6% | -5.5% |
| 3M | +1.9% | +6.3% | -4.4% | +0.5% |
| 6M | +19.2% | -15.5% | +34.7% | +20.8% |
| YTD | +12.0% | -27.4% | +39.4% | +15.3% |
| 1Y | +9.7% | -26.6% | +36.3% | +12.3% |
| 3Y | +87.2% | +41.2% | +45.9% | +64.5% |
| 5Y | +48.7% | -6.4% | +55.1% | +29.4% |
| All | +60.3% | -7.0% | +67.4% | +36.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling