+118.0%
NOK vs AMRZ
-14.5%
+132.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.7% |
| 7D | -1.8% | -1.9% | +0.1% | -1.5% |
| 30D | +4.7% | -16.9% | +21.6% | +7.4% |
| 3M | -39.7% | -19.2% | -20.5% | -38.0% |
| 6M | +23.1% | -29.3% | +52.3% | +28.2% |
| YTD | +55.0% | -18.0% | +73.0% | +58.4% |
| 1Y | +118.0% | -15.1% | +133.1% | +120.4% |
| All | +118.0% | -14.5% | +132.5% | +120.4% |
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