-32.0%
APP vs AMRZ
-14.3%
-17.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +2.6% |
| 7D | +48.9% | -5.5% | +54.4% | +51.3% |
| 30D | +49.4% | +15.6% | +33.8% | +39.5% |
| 3M | +27.0% | -12.1% | +39.1% | +32.1% |
| 6M | -15.4% | -19.4% | +4.0% | -9.4% |
| YTD | -39.9% | -21.9% | -18.1% | -34.7% |
| 1Y | -32.0% | -15.0% | -16.9% | -27.3% |
| All | -32.0% | -14.3% | -17.7% | -27.3% |
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