+107.2%
APA vs AMRZ
-11.5%
+118.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.2% | -12.1% | -5.1% |
| 7D | -13.0% | +10.3% | -23.2% | -9.9% |
| 30D | +2.0% | +18.7% | -16.7% | +8.0% |
| 3M | +24.9% | -14.6% | +39.5% | +19.8% |
| 6M | +7.2% | -12.9% | +20.0% | +4.3% |
| YTD | +87.1% | -17.4% | +104.4% | +78.6% |
| 1Y | +107.2% | -12.3% | +119.5% | +100.3% |
| All | +107.2% | -11.5% | +118.7% | +100.3% |
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