+439.2%
RVMD vs AMRZ
-14.5%
+453.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.0% | -1.9% | +2.9% | +1.3% |
| 30D | +6.4% | -16.9% | +23.4% | +9.3% |
| 3M | +34.9% | -19.2% | +54.1% | +38.9% |
| 6M | +107.6% | -29.3% | +136.8% | +118.7% |
| YTD | +163.7% | -18.0% | +181.6% | +168.7% |
| 1Y | +439.2% | -15.1% | +454.3% | +468.9% |
| All | +439.2% | -14.5% | +453.7% | +468.9% |
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