+40.2%
AMC vs AMRZ
-11.5%
+51.7%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.2% | +2.1% | +4.6% |
| 7D | +17.7% | +10.3% | +7.4% | +11.8% |
| 30D | +26.2% | +18.7% | +7.5% | +15.4% |
| 3M | +31.3% | -14.6% | +46.0% | +41.1% |
| 6M | +142.8% | -12.9% | +155.6% | +156.8% |
| YTD | +125.6% | -17.4% | +143.0% | +140.4% |
| 1Y | +40.2% | -12.3% | +52.5% | +43.6% |
| All | +40.2% | -11.5% | +51.7% | +43.6% |
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