+39.2%
XLK vs AMRZ
-24.2%
+63.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +0.2% | -7.5% | +7.7% | +1.7% |
| 30D | -0.6% | -12.4% | +11.8% | +1.9% |
| 3M | +2.6% | -22.4% | +24.9% | +7.3% |
| 6M | +34.0% | -29.5% | +63.5% | +42.2% |
| YTD | +30.7% | -24.1% | +54.8% | +36.3% |
| 1Y | +39.2% | -26.3% | +65.5% | +43.8% |
| All | +39.2% | -24.2% | +63.4% | +43.8% |
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