+25.9%
LMT vs AMRZ
-11.5%
+37.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.2% | -12.1% | -6.9% |
| 7D | -5.5% | +10.3% | -15.8% | -5.7% |
| 30D | +17.5% | +18.7% | -1.2% | +16.9% |
| 3M | +1.6% | -14.6% | +16.2% | +1.9% |
| 6M | +16.3% | -12.9% | +29.2% | +16.7% |
| YTD | +25.3% | -17.4% | +42.6% | +25.3% |
| 1Y | +25.9% | -12.3% | +38.2% | +26.2% |
| All | +25.9% | -11.5% | +37.4% | +26.2% |
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