+26.9%
KRE vs AMRZ
-11.5%
+38.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.2% | -3.5% | +0.5% |
| 7D | +2.8% | +10.3% | -7.5% | +0.5% |
| 30D | +5.3% | +18.7% | -13.4% | +1.3% |
| 3M | -4.2% | -14.6% | +10.4% | -1.3% |
| 6M | +8.7% | -12.9% | +21.6% | +11.0% |
| YTD | +16.4% | -17.4% | +33.7% | +18.3% |
| 1Y | +26.9% | -12.3% | +39.2% | +25.2% |
| All | +26.9% | -11.5% | +38.4% | +25.2% |
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