-79.7%
AMIX vs AMRZ
-14.5%
-65.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.6% |
| 7D | -13.7% | -1.9% | -11.8% | -12.4% |
| 30D | -62.1% | -16.9% | -45.1% | -56.5% |
| 3M | -46.2% | -19.2% | -27.0% | -39.0% |
| 6M | -46.4% | -29.3% | -17.1% | -38.3% |
| YTD | -60.3% | -18.0% | -42.3% | -55.4% |
| 1Y | -79.7% | -15.1% | -64.6% | -75.9% |
| All | -79.7% | -14.5% | -65.2% | -75.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling