+564.1%
AMZN vs RRC
+4.5%
+559.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -1.0% | -1.7% | +0.7% | -0.8% |
| 30D | -9.2% | +3.6% | -12.8% | -9.6% |
| 3M | +3.4% | +8.8% | -5.5% | +2.4% |
| 6M | +18.2% | +0.8% | +17.4% | +17.8% |
| YTD | +9.3% | +19.0% | -9.6% | +6.9% |
| 1Y | +5.9% | +22.9% | -17.0% | +3.1% |
| 3Y | +82.6% | +32.3% | +50.3% | +75.4% |
| 5Y | +44.9% | +151.6% | -106.7% | +30.3% |
| 10Y | +564.1% | +5.5% | +558.6% | +511.1% |
| All | +564.1% | +4.5% | +559.5% | +511.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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