-97.7%
AMC vs HDB
+224.8%
-322.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.5% | -14.0% | -12.9% |
| 7D | 0.0% | +13.3% | -13.3% | -3.1% |
| 30D | +4.4% | +10.2% | -5.8% | +1.8% |
| 3M | +15.4% | +3.6% | +11.8% | +14.0% |
| 6M | +93.7% | -0.5% | +94.2% | +91.1% |
| YTD | +97.4% | -32.4% | +129.8% | +117.0% |
| 1Y | +23.2% | -31.1% | +54.3% | +34.6% |
| 3Y | -71.3% | -12.6% | -58.7% | -70.8% |
| 5Y | -99.3% | -25.7% | -73.6% | -99.2% |
| 10Y | -98.7% | +56.5% | -155.2% | -99.0% |
| All | -97.7% | +224.8% | -322.6% | -98.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling