+60.3%
BKR vs AMRZ
-20.3%
+80.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -6.5% |
| 7D | -6.7% | -8.1% | +1.4% | -5.9% |
| 30D | -8.3% | -14.8% | +6.5% | -6.9% |
| 3M | -5.4% | -19.7% | +14.3% | -3.7% |
| 6M | +0.8% | -30.8% | +31.6% | +4.8% |
| YTD | +31.8% | -24.3% | +56.1% | +34.8% |
| 1Y | +28.6% | -24.0% | +52.6% | +32.3% |
| All | +60.3% | -20.3% | +80.6% | +61.9% |
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 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