+620.3%
AMZN vs RVTY
+219.6%
+400.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +2.6% | +1.7% | +0.8% | +1.5% |
| 3M | -2.2% | +36.8% | -39.0% | -14.5% |
| 6M | -1.0% | +60.1% | -61.1% | -19.5% |
| YTD | +15.3% | +64.0% | -48.7% | -8.4% |
| 1Y | +6.9% | +68.2% | -61.4% | -16.3% |
| 3Y | +85.4% | +88.8% | -3.4% | +31.5% |
| 5Y | +53.3% | -10.5% | +63.8% | +50.8% |
| 10Y | +620.3% | +219.7% | +400.7% | +269.1% |
| All | +620.3% | +219.6% | +400.8% | +269.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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