+44.4%
ALAB vs AMRZ
-16.9%
+61.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.6% | -0.4% |
| 7D | +26.9% | -4.0% | +30.9% | +29.4% |
| 30D | -30.0% | +12.4% | -42.4% | -34.3% |
| 3M | -28.5% | -11.5% | -17.0% | -24.2% |
| 6M | +11.4% | -21.6% | +33.0% | +22.7% |
| YTD | +36.9% | -23.4% | +60.3% | +51.6% |
| 1Y | +44.4% | -17.2% | +61.5% | +50.5% |
| All | +44.4% | -16.9% | +61.2% | +50.5% |
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