+629.7%
AMZN vs RSP
+213.6%
+416.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +8.0% | +0.7% | +7.3% | +7.4% |
| 30D | +3.2% | +3.7% | -0.5% | -0.1% |
| 3M | -2.6% | +0.7% | -3.3% | -3.2% |
| 6M | -0.7% | +9.0% | -9.7% | -8.1% |
| YTD | +17.4% | +16.7% | +0.7% | +2.1% |
| 1Y | +9.0% | +19.0% | -9.9% | -6.7% |
| 3Y | +88.7% | +64.7% | +24.0% | +22.5% |
| 5Y | +55.6% | +49.6% | +6.0% | +11.1% |
| 10Y | +629.7% | +213.2% | +416.6% | +189.1% |
| All | +629.7% | +213.6% | +416.1% | +189.1% |
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