-99.9%
AMIX vs AHR
+404.3%
-504.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.8% | +10.0% | +12.5% |
| 7D | +1.2% | +9.6% | -8.4% | +4.7% |
| 30D | -45.3% | +16.1% | -61.4% | -42.1% |
| 3M | -83.1% | +4.4% | -87.5% | -82.8% |
| 6M | -76.9% | +15.1% | -92.0% | -75.8% |
| YTD | -85.3% | +27.2% | -112.5% | -84.8% |
| 1Y | -89.8% | +21.7% | -111.6% | -89.4% |
| All | -99.9% | +404.3% | -504.2% | -99.9% |
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