-95.1%
AMIX vs AMRZ
-19.2%
-76.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | -9.9% | -2.1% | -7.8% | -8.7% |
| 30D | -52.8% | +13.0% | -65.7% | -56.1% |
| 3M | -80.0% | -12.1% | -67.9% | -78.6% |
| 6M | -80.2% | -19.1% | -61.1% | -77.6% |
| YTD | -88.1% | -23.3% | -64.9% | -86.4% |
| 1Y | -91.1% | -16.6% | -74.5% | -89.6% |
| All | -95.1% | -19.2% | -76.0% | -94.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling