-99.1%
AMC vs HDB
-22.5%
-76.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.4% |
| 7D | +5.5% | +12.7% | -7.2% | -0.5% |
| 30D | +16.1% | +16.6% | -0.5% | +7.7% |
| 3M | +43.0% | +10.8% | +32.2% | +35.2% |
| 6M | +130.7% | +3.8% | +126.8% | +119.1% |
| YTD | +121.8% | -28.9% | +150.7% | +164.2% |
| 1Y | +40.7% | -28.0% | +68.6% | +65.9% |
| 3Y | -56.8% | -7.2% | -49.6% | -58.5% |
| 5Y | -99.1% | -22.2% | -76.8% | -99.1% |
| All | -99.1% | -22.5% | -76.6% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 5y: compounded portfolio wealth divided by compounded HDB 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…
5y analysis · Full analysis span regression · 6 months rolling