-2.6%
AMC vs AMRZ
-14.5%
+11.9%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.8% | +4.5% |
| 7D | +2.3% | -1.9% | +4.2% | +3.1% |
| 30D | -0.7% | -16.9% | +16.2% | +7.5% |
| 3M | +35.2% | -19.2% | +54.4% | +48.1% |
| 6M | +124.6% | -29.3% | +153.9% | +155.8% |
| YTD | +69.9% | -18.0% | +87.8% | +83.8% |
| 1Y | -2.6% | -15.1% | +12.5% | +4.7% |
| All | -2.6% | -14.5% | +11.9% | +4.7% |
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