-97.7%
AMC vs HDB
+230.6%
-328.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.2% | +1.5% |
| 7D | +2.6% | +13.3% | -10.7% | -0.6% |
| 30D | +9.0% | +13.6% | -4.5% | +5.5% |
| 3M | +22.2% | +5.8% | +16.4% | +20.1% |
| 6M | +91.5% | -1.9% | +93.4% | +89.8% |
| YTD | +101.3% | -31.2% | +132.5% | +120.2% |
| 1Y | +20.8% | -29.6% | +50.3% | +31.2% |
| 3Y | -71.3% | -10.1% | -61.2% | -71.0% |
| 5Y | -99.2% | -24.3% | -74.9% | -99.2% |
| 10Y | -98.7% | +59.3% | -158.0% | -99.0% |
| All | -97.7% | +230.6% | -328.3% | -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