+85.9%
AMZN vs RRC
+50.2%
+35.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.7% | +2.9% |
| 7D | +8.7% | -10.3% | +19.0% | +10.5% |
| 30D | +1.7% | +19.5% | -17.8% | -1.8% |
| 3M | -2.8% | +27.9% | -30.7% | -7.5% |
| 6M | -2.1% | +21.2% | -23.3% | -6.1% |
| YTD | +15.6% | +39.6% | -23.9% | +6.0% |
| 1Y | +9.2% | +31.3% | -22.1% | +1.6% |
| All | +85.9% | +50.2% | +35.8% | +66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling