+32.1%
RTX vs AMRZ
-24.7%
+56.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.4% |
| 7D | -1.6% | -4.7% | +3.0% | -1.1% |
| 30D | -11.6% | -11.3% | -0.3% | -10.4% |
| 3M | +9.2% | -22.1% | +31.2% | +11.9% |
| 6M | -4.4% | -29.6% | +25.2% | -1.5% |
| YTD | +8.9% | -23.3% | +32.2% | +11.3% |
| 1Y | +32.1% | -23.7% | +55.8% | +38.0% |
| All | +32.1% | -24.7% | +56.8% | +38.0% |
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