-46.5%
APTV vs AMRZ
-11.5%
-35.0%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +5.2% | -0.5% | +2.6% |
| 7D | -1.9% | +10.3% | -12.2% | -5.4% |
| 30D | -1.4% | +18.7% | -20.1% | -7.6% |
| 3M | -9.3% | -14.6% | +5.3% | -4.7% |
| 6M | -27.3% | -12.9% | -14.4% | -24.9% |
| YTD | -43.1% | -17.4% | -25.8% | -41.1% |
| 1Y | -46.5% | -12.3% | -34.2% | -47.1% |
| All | -46.5% | -11.5% | -35.0% | -47.1% |
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 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