-2.6%
AMC vs HRB
+1.1%
-3.6%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.0% | +8.3% | +4.4% |
| 7D | +2.3% | -5.7% | +8.0% | +2.4% |
| 30D | -0.7% | +7.9% | -8.7% | -0.8% |
| 3M | +35.2% | +32.1% | +3.1% | +37.8% |
| 6M | +124.6% | +62.2% | +62.3% | +133.4% |
| YTD | +69.9% | +16.4% | +53.5% | +80.3% |
| 1Y | -2.6% | -0.3% | -2.3% | +7.7% |
| All | -2.6% | +1.1% | -3.6% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling