+261.9%
ASX vs AMRZ
-19.2%
+281.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.1% |
| 7D | +12.4% | -2.1% | +14.5% | +13.2% |
| 30D | -19.8% | +13.0% | -32.8% | -22.6% |
| 3M | -10.3% | -12.1% | +1.8% | -6.4% |
| 6M | +1.2% | -19.1% | +20.4% | +7.8% |
| YTD | +123.0% | -23.3% | +146.3% | +141.8% |
| 1Y | +145.4% | -16.6% | +162.0% | +159.2% |
| All | +261.9% | -19.2% | +281.0% | +286.7% |
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