-59.7%
ACHR vs AMRZ
-19.2%
-40.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.1% | -7.1% | -7.0% |
| 7D | -9.2% | -2.1% | -7.1% | -8.2% |
| 30D | -1.0% | +13.0% | -13.9% | -6.4% |
| 3M | -42.2% | -12.1% | -30.1% | -38.9% |
| 6M | -38.2% | -19.1% | -19.1% | -32.9% |
| YTD | -46.4% | -23.3% | -23.2% | -40.7% |
| 1Y | -49.4% | -16.6% | -32.8% | -46.2% |
| All | -59.7% | -19.2% | -40.5% | -57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling