+34.1%
LMT vs AMRZ
-16.6%
+50.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.3% |
| 7D | +5.1% | -2.1% | +7.2% | +5.1% |
| 30D | +14.1% | +13.0% | +1.2% | +13.8% |
| 3M | +0.3% | -12.1% | +12.4% | +0.4% |
| 6M | +16.1% | -19.1% | +35.2% | +16.6% |
| YTD | +25.5% | -23.3% | +48.7% | +26.2% |
| 1Y | +34.1% | -16.6% | +50.7% | +38.1% |
| All | +34.1% | -16.6% | +50.8% | +38.1% |
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