+65.4%
AMZN vs RKT
-9.3%
+74.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.8% | -9.0% | +11.8% | +4.1% |
| 30D | +5.0% | +30.2% | -25.2% | +0.9% |
| 3M | +0.6% | -8.8% | +9.4% | +1.5% |
| 6M | -1.3% | -0.9% | -0.3% | -2.1% |
| YTD | +15.5% | -29.2% | +44.7% | +19.0% |
| 1Y | +12.2% | -20.1% | +32.3% | +13.5% |
| 3Y | +87.0% | +81.3% | +5.7% | +57.5% |
| 5Y | +51.3% | -6.6% | +57.9% | +31.7% |
| All | +65.4% | -9.3% | +74.7% | +41.1% |
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