-43.1%
ACHR vs AMIX
-90.1%
+47.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +11.8% | -3.5% | +8.1% |
| 7D | +15.3% | +1.2% | +14.2% | +15.3% |
| 30D | -3.0% | -45.3% | +42.3% | -1.8% |
| 3M | -14.0% | -83.1% | +69.1% | -10.9% |
| 6M | -25.8% | -76.9% | +51.1% | -25.0% |
| YTD | -36.0% | -85.3% | +49.2% | -35.7% |
| All | -43.1% | -90.1% | +47.1% | -43.0% |
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