+82.3%
AA vs AMRZ
-17.3%
+99.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -4.3% | +7.8% | +4.6% |
| 7D | +1.7% | -2.0% | +3.7% | +2.1% |
| 30D | +3.3% | -9.8% | +13.2% | +6.1% |
| 3M | -29.4% | -17.2% | -12.2% | -26.2% |
| 6M | -12.8% | -26.9% | +14.1% | -5.8% |
| YTD | -2.1% | -21.5% | +19.3% | +2.2% |
| 1Y | +62.8% | -22.9% | +85.6% | +69.2% |
| All | +82.3% | -17.3% | +99.6% | +82.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 3y: compounded portfolio wealth divided by compounded AMRZ 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…
3y analysis · Full analysis span regression · 6 months rolling