-15.1%
AMRZ vs LII
-27.8%
+12.8%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -2.2% |
| 7D | +2.5% | +0.2% | +2.3% | +2.5% |
| 30D | +14.4% | -4.6% | +19.0% | +16.3% |
| 3M | -19.2% | -21.7% | +2.5% | -10.7% |
| 6M | -19.7% | -32.8% | +13.1% | -7.6% |
| YTD | -20.2% | -27.5% | +7.4% | -13.7% |
| 1Y | -15.1% | -28.0% | +12.9% | -7.5% |
| All | -15.1% | -27.8% | +12.8% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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