-9.5%
AMC vs AMRZ
-22.6%
+13.0%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.3% | +0.9% | -1.5% |
| 7D | -0.8% | -2.0% | +1.2% | +0.1% |
| 30D | -1.2% | -9.8% | +8.7% | +3.3% |
| 3M | +42.2% | -17.2% | +59.4% | +53.2% |
| 6M | +118.8% | -26.9% | +145.7% | +147.2% |
| YTD | +64.1% | -21.5% | +85.6% | +81.1% |
| 1Y | -9.5% | -22.9% | +13.3% | -2.2% |
| All | -9.5% | -22.6% | +13.0% | -2.2% |
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