+9,276.3%
AMZN vs XLK
+1,438.0%
+7,838.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | +1.3% |
| 7D | -2.7% | -0.4% | -2.3% | -2.3% |
| 30D | -7.5% | -0.5% | -7.0% | -7.5% |
| 3M | +5.8% | +5.0% | +0.8% | -1.7% |
| 6M | +17.5% | +32.9% | -15.3% | -15.8% |
| YTD | +9.1% | +29.0% | -19.8% | -19.8% |
| 1Y | +9.4% | +37.8% | -28.5% | -25.2% |
| 3Y | +82.2% | +118.7% | -36.5% | -25.0% |
| 5Y | +45.2% | +145.6% | -100.3% | -46.5% |
| 10Y | +562.7% | +791.5% | -228.8% | -43.3% |
| All | +9,276.3% | +1,438.0% | +7,838.3% | +368.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 all: compounded portfolio wealth divided by compounded XLK 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…
all analysis · Full analysis span regression · 6 months rolling