+222.0%
ASX vs AMRZ
-17.5%
+239.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.8% | +8.3% | +7.0% |
| 7D | -19.9% | +1.2% | -21.1% | -20.0% |
| 30D | -30.9% | +15.1% | -45.9% | -33.7% |
| 3M | -15.1% | -18.1% | +3.0% | -9.5% |
| 6M | -6.5% | -23.5% | +17.0% | +1.3% |
| YTD | +98.4% | -21.6% | +120.1% | +113.7% |
| 1Y | +107.9% | -14.7% | +122.6% | +118.0% |
| All | +222.0% | -17.5% | +239.4% | +241.7% |
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