+564.1%
AMZN vs RSP
+203.7%
+360.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -0.9% |
| 7D | -1.0% | -1.8% | +0.8% | +0.6% |
| 30D | -9.2% | -2.5% | -6.7% | -7.1% |
| 3M | +3.4% | +3.0% | +0.4% | +0.6% |
| 6M | +18.2% | +8.9% | +9.3% | +9.6% |
| YTD | +9.3% | +13.0% | -3.6% | -2.0% |
| 1Y | +5.9% | +16.2% | -10.3% | -7.4% |
| 3Y | +82.6% | +52.7% | +29.9% | +26.7% |
| 5Y | +44.9% | +50.5% | -5.6% | +3.9% |
| 10Y | +564.1% | +209.8% | +354.3% | +166.1% |
| All | +564.1% | +203.7% | +360.4% | +166.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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