-97.7%
AMC vs HAS
+249.7%
-347.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.7% | -10.8% | -11.8% |
| 7D | 0.0% | 0.0% | 0.0% | +0.1% |
| 30D | +4.4% | +31.3% | -26.9% | -7.1% |
| 3M | +15.4% | +32.1% | -16.8% | +2.2% |
| 6M | +93.7% | +28.1% | +65.6% | +72.0% |
| YTD | +97.4% | +49.1% | +48.3% | +62.8% |
| 1Y | +23.2% | +60.5% | -37.3% | -1.7% |
| 3Y | -71.3% | +183.9% | -255.1% | -82.8% |
| 5Y | -99.3% | +51.2% | -150.5% | -99.4% |
| 10Y | -98.7% | +105.3% | -204.0% | -99.2% |
| All | -97.7% | +249.7% | -347.4% | -98.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 all: compounded portfolio wealth divided by compounded HAS 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…
all analysis · Full analysis span regression · 6 months rolling