-32.4%
ACHR vs AMIX
-81.0%
+48.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.1% | -0.8% |
| 7D | -0.7% | -13.7% | +13.0% | -0.4% |
| 30D | +9.8% | -62.1% | +71.9% | +11.9% |
| 3M | -10.5% | -46.2% | +35.7% | -9.4% |
| 6M | -15.5% | -46.4% | +30.9% | -14.9% |
| YTD | -24.1% | -60.3% | +36.2% | -22.9% |
| 1Y | -32.4% | -79.7% | +47.2% | -17.3% |
| All | -32.4% | -81.0% | +48.6% | -17.3% |
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