-0.3%
APO vs AMRZ
-19.2%
+18.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | 0.0% |
| 7D | -1.0% | -4.7% | +3.7% | +0.2% |
| 30D | -0.4% | -11.3% | +10.9% | +2.7% |
| 3M | -0.9% | -22.1% | +21.2% | +4.9% |
| 6M | +22.1% | -29.6% | +51.7% | +31.9% |
| YTD | -8.4% | -23.3% | +14.9% | -4.2% |
| 1Y | -0.9% | -23.7% | +22.8% | +2.1% |
| All | -0.3% | -19.2% | +18.9% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling