+0.3%
APO vs AMRZ
-17.3%
+17.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.9% | -0.3% |
| 7D | +0.1% | -2.0% | +2.1% | +0.6% |
| 30D | +3.9% | -9.8% | +13.7% | +6.6% |
| 3M | +3.8% | -17.2% | +21.0% | +8.4% |
| 6M | +22.3% | -26.9% | +49.2% | +30.8% |
| YTD | -7.8% | -21.5% | +13.7% | -4.2% |
| 1Y | -0.3% | -22.9% | +22.5% | +2.3% |
| All | +0.3% | -17.3% | +17.6% | +2.9% |
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