+40.2%
AMC vs HRB
+16.9%
+23.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.4% | +2.9% | +7.4% |
| 7D | +17.7% | +16.0% | +1.7% | +18.1% |
| 30D | +26.2% | +32.1% | -5.9% | +26.8% |
| 3M | +31.3% | +21.5% | +9.8% | +32.5% |
| 6M | +142.8% | +82.1% | +60.7% | +156.5% |
| YTD | +125.6% | +31.6% | +94.0% | +141.4% |
| 1Y | +40.2% | +15.9% | +24.3% | +64.2% |
| All | +40.2% | +16.9% | +23.3% | +64.2% |
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