+249.2%
ASX vs AMRZ
-22.6%
+271.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.3% | +10.3% | +7.5% |
| 7D | +6.3% | -2.0% | +8.3% | +6.8% |
| 30D | +6.4% | -9.8% | +16.3% | +10.0% |
| 3M | +13.1% | -17.2% | +30.4% | +19.9% |
| 6M | +90.3% | -26.9% | +117.2% | +108.7% |
| YTD | +149.6% | -21.5% | +171.1% | +169.1% |
| 1Y | +249.2% | -22.9% | +272.1% | +252.9% |
| All | +249.2% | -22.6% | +271.7% | +252.9% |
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 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