+148.4%
APA vs AMRZ
-17.3%
+165.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.3% | +6.1% | +0.7% |
| 7D | -1.7% | -2.0% | +0.3% | -2.2% |
| 30D | +15.7% | -9.8% | +25.6% | +12.9% |
| 3M | +16.5% | -17.2% | +33.7% | +11.8% |
| 6M | +35.1% | -26.9% | +62.0% | +29.9% |
| YTD | +82.2% | -21.5% | +103.7% | +74.2% |
| 1Y | +102.5% | -22.9% | +125.3% | +92.2% |
| All | +148.4% | -17.3% | +165.7% | +135.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling