+352.5%
AAOI vs AMRZ
-14.5%
+367.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.6% | +5.2% |
| 7D | -0.7% | -1.9% | +1.2% | -0.3% |
| 30D | -17.9% | -16.9% | -1.0% | -14.5% |
| 3M | -48.0% | -19.2% | -28.8% | -45.7% |
| 6M | +5.8% | -29.3% | +35.1% | +18.7% |
| YTD | +202.7% | -18.0% | +220.7% | +211.8% |
| 1Y | +352.5% | -15.1% | +367.6% | +335.4% |
| All | +352.5% | -14.5% | +367.0% | +335.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling