+57.9%
APH vs AMRZ
-17.5%
+75.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.8% | +5.9% | +4.5% |
| 7D | -5.9% | +1.2% | -7.1% | -6.3% |
| 30D | -14.8% | +15.1% | -29.9% | -18.0% |
| 3M | -12.4% | -18.1% | +5.6% | -8.3% |
| 6M | +8.1% | -23.5% | +31.5% | +14.6% |
| YTD | +10.9% | -21.6% | +32.6% | +18.7% |
| 1Y | +8.8% | -14.7% | +23.5% | +16.7% |
| All | +57.9% | -17.5% | +75.4% | +67.1% |
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