-94.0%
AMIX vs AMRZ
-15.6%
-78.4%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.3% | +9.6% | +10.7% |
| 7D | +1.2% | -1.1% | +2.3% | +1.8% |
| 30D | -45.3% | +18.3% | -63.6% | -50.5% |
| 3M | -83.1% | -8.0% | -75.1% | -82.2% |
| 6M | -76.9% | -18.7% | -58.2% | -74.3% |
| YTD | -85.3% | -19.8% | -65.4% | -83.5% |
| 1Y | -89.8% | -12.3% | -77.5% | -88.5% |
| All | -94.0% | -15.6% | -78.4% | -93.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling