+1.4%
CRM vs AMRZ
-24.2%
+25.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | -4.4% | -7.5% | +3.1% | -4.0% |
| 30D | +28.1% | -12.4% | +40.5% | +29.0% |
| 3M | +48.8% | -22.4% | +71.2% | +50.4% |
| 6M | +28.3% | -29.5% | +57.8% | +31.1% |
| YTD | -6.0% | -24.1% | +18.1% | -5.5% |
| 1Y | +1.4% | -26.3% | +27.7% | -0.8% |
| All | +1.4% | -24.2% | +25.6% | -0.8% |
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