-6.4%
APO vs AMRZ
-17.7%
+11.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.4% |
| 7D | +0.2% | -5.5% | +5.6% | +1.9% |
| 30D | +3.1% | +15.6% | -12.5% | -0.5% |
| 3M | -12.0% | -12.1% | +0.1% | -9.0% |
| 6M | -5.0% | -19.4% | +14.5% | -0.1% |
| YTD | -14.0% | -21.9% | +7.9% | -10.4% |
| 1Y | -5.9% | -15.0% | +9.1% | -4.2% |
| All | -6.4% | -17.7% | +11.3% | -3.8% |
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