-79.7%
AMIX vs AHR
+33.1%
-112.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | -0.1% | -4.6% |
| 7D | -13.7% | -1.5% | -12.3% | -15.6% |
| 30D | -62.1% | -1.4% | -60.7% | -62.6% |
| 3M | -46.2% | +18.6% | -64.7% | -37.5% |
| 6M | -46.4% | +6.6% | -53.0% | -42.3% |
| YTD | -60.3% | +17.5% | -77.7% | -53.6% |
| 1Y | -79.7% | +30.9% | -110.5% | -74.1% |
| All | -79.7% | +33.1% | -112.7% | -74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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