+16.4%
APH vs AMRZ
-11.5%
+27.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +5.2% | -11.3% | -7.7% |
| 7D | -2.4% | +10.3% | -12.7% | -5.7% |
| 30D | -9.5% | +18.7% | -28.1% | -14.8% |
| 3M | -7.6% | -14.6% | +7.0% | -2.7% |
| 6M | +12.4% | -12.9% | +25.3% | +16.8% |
| YTD | +17.5% | -17.4% | +34.9% | +25.9% |
| 1Y | +16.4% | -12.3% | +28.7% | +23.7% |
| All | +16.4% | -11.5% | +27.9% | +23.7% |
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