-16.6%
AMRZ vs AHR
+69.8%
-86.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.5% | +2.3% |
| 7D | -1.1% | +9.6% | -10.7% | -0.8% |
| 30D | +18.3% | +16.1% | +2.2% | +19.0% |
| 3M | -8.0% | +4.4% | -12.4% | -8.0% |
| 6M | -18.7% | +15.1% | -33.8% | -18.8% |
| YTD | -19.8% | +27.2% | -47.0% | -19.1% |
| 1Y | -12.3% | +21.7% | -34.1% | -11.9% |
| All | -16.6% | +69.8% | -86.4% | -17.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling