-26.3%
APH vs AMRZ
-14.5%
-11.9%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.3% | -48.1% | -47.9% |
| 7D | -48.7% | -1.1% | -47.6% | -48.6% |
| 30D | -51.9% | -16.9% | -35.0% | -49.3% |
| 3M | -43.6% | -19.2% | -24.4% | -40.2% |
| 6M | -37.5% | -29.3% | -8.3% | -32.4% |
| YTD | -38.6% | -18.0% | -20.7% | -34.4% |
| 1Y | -26.3% | -15.1% | -11.3% | -22.2% |
| All | -26.3% | -14.5% | -11.9% | -22.2% |
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