+39.4%
ABNB vs AMRZ
-13.6%
+53.0%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -4.0% | -1.9% | -2.1% | -3.6% |
| 30D | +19.3% | -16.9% | +36.2% | +23.2% |
| 3M | +36.1% | -19.2% | +55.3% | +41.1% |
| 6M | +34.2% | -29.3% | +63.5% | +43.4% |
| YTD | +34.1% | -18.0% | +52.0% | +36.6% |
| 1Y | +45.1% | -15.1% | +60.2% | +44.7% |
| All | +39.4% | -13.6% | +53.0% | +36.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling