+20.7%
XLK vs AMRZ
-11.5%
+32.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.2% | -5.2% | -0.8% |
| 7D | -7.6% | +10.3% | -17.9% | -9.2% |
| 30D | -12.2% | +18.7% | -30.8% | -14.9% |
| 3M | -5.5% | -14.6% | +9.2% | -2.6% |
| 6M | +9.2% | -12.9% | +22.1% | +11.4% |
| YTD | +23.0% | -17.4% | +40.4% | +26.1% |
| 1Y | +20.7% | -12.3% | +33.0% | +22.0% |
| All | +20.7% | -11.5% | +32.2% | +22.0% |
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