+53.3%
AMZN vs RRC
+114.1%
-60.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.7% | +2.9% |
| 7D | +8.7% | -10.3% | +19.0% | +10.7% |
| 30D | +1.7% | +19.5% | -17.8% | -1.9% |
| 3M | -2.8% | +27.9% | -30.7% | -7.5% |
| 6M | -2.1% | +21.2% | -23.3% | -6.2% |
| YTD | +15.6% | +39.6% | -23.9% | +7.0% |
| 1Y | +9.2% | +31.3% | -22.1% | +2.1% |
| 3Y | +89.9% | +51.9% | +37.9% | +70.2% |
| All | +53.3% | +114.1% | -60.8% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling