-20.2%
AMRZ vs AHR
+54.1%
-74.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.4% |
| 7D | -4.7% | -4.3% | -0.3% | -5.0% |
| 30D | -11.3% | -3.1% | -8.2% | -11.5% |
| 3M | -22.1% | +15.7% | -37.7% | -22.1% |
| 6M | -29.6% | +4.1% | -33.7% | -30.1% |
| YTD | -23.3% | +15.4% | -38.7% | -22.8% |
| 1Y | -23.7% | +28.0% | -51.7% | -22.8% |
| All | -20.2% | +54.1% | -74.4% | -20.8% |
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