-91.6%
AMIX vs AMRZ
-14.7%
-76.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +1.0% |
| 7D | -16.0% | +1.2% | -17.2% | -17.0% |
| 30D | -55.4% | +15.1% | -70.5% | -59.6% |
| 3M | -87.5% | -18.1% | -69.5% | -85.6% |
| 6M | -81.2% | -23.5% | -57.7% | -78.5% |
| YTD | -86.8% | -21.6% | -65.2% | -84.5% |
| 1Y | -91.6% | -14.7% | -76.8% | -86.9% |
| All | -91.6% | -14.7% | -76.9% | -86.9% |
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