-56.9%
ACHR vs AMIX
-92.3%
+35.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.0% | +2.8% | -0.2% |
| 7D | -5.1% | -25.1% | +20.0% | -4.5% |
| 30D | -12.7% | -54.5% | +41.8% | -11.3% |
| 3M | -22.4% | -91.7% | +69.3% | -18.6% |
| 6M | -28.6% | -79.4% | +50.8% | -27.5% |
| YTD | -45.2% | -86.1% | +40.8% | -44.6% |
| 1Y | -56.9% | -91.6% | +34.7% | -56.6% |
| All | -56.9% | -92.3% | +35.4% | -56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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