+9.7%
AMZN vs SYK
-21.3%
+31.0%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | -0.1% |
| 7D | -3.0% | -8.3% | +5.4% | -2.9% |
| 30D | -5.2% | -10.1% | +4.9% | -5.2% |
| 3M | +1.9% | +0.9% | +1.0% | +0.3% |
| 6M | +19.2% | -20.2% | +39.4% | +20.0% |
| YTD | +12.0% | -13.3% | +25.3% | +12.1% |
| 1Y | +9.7% | -22.3% | +32.0% | +11.8% |
| All | +9.7% | -21.3% | +31.0% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 1y: compounded portfolio wealth divided by compounded SYK 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…
1y analysis · Full analysis span regression · 6 months rolling