+177.7%
APA vs AMRZ
-19.2%
+196.9%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.7% |
| 7D | +8.5% | -2.1% | +10.6% | +7.9% |
| 30D | +2.8% | +13.0% | -10.2% | +6.3% |
| 3M | +21.7% | -12.1% | +33.8% | +18.3% |
| 6M | +32.6% | -19.1% | +51.8% | +27.2% |
| YTD | +103.7% | -23.3% | +127.0% | +94.3% |
| 1Y | +101.8% | -16.6% | +118.4% | +93.2% |
| All | +177.7% | -19.2% | +196.9% | +162.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling