-98.9%
AMC vs HRB
+213.0%
-311.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.5% | +3.1% | -0.6% |
| 7D | -0.8% | -9.1% | +8.3% | +3.2% |
| 30D | -1.2% | +0.3% | -1.4% | -2.0% |
| 3M | +42.2% | +23.4% | +18.8% | +26.9% |
| 6M | +118.8% | +45.1% | +73.7% | +76.1% |
| YTD | +64.1% | +8.9% | +55.2% | +50.7% |
| 1Y | -9.5% | -7.9% | -1.6% | -10.0% |
| 3Y | -64.3% | +27.9% | -92.3% | -72.2% |
| 5Y | -99.5% | +108.3% | -207.8% | -99.7% |
| 10Y | -98.9% | +208.4% | -307.4% | -99.5% |
| All | -98.9% | +213.0% | -311.9% | -99.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling