-99.9%
AMIX vs AHR
+394.2%
-494.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +0.6% |
| 7D | -9.9% | -0.2% | -9.6% | -10.0% |
| 30D | -52.8% | +10.2% | -63.0% | -50.9% |
| 3M | -80.0% | +8.3% | -88.3% | -79.4% |
| 6M | -80.2% | +13.0% | -93.3% | -79.5% |
| YTD | -88.1% | +24.6% | -112.8% | -87.8% |
| 1Y | -91.1% | +22.2% | -113.3% | -90.8% |
| All | -99.9% | +394.2% | -494.1% | -100.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling