-98.7%
AMC vs HRB
+246.2%
-344.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.2% | +11.5% | +9.6% |
| 7D | +6.6% | -2.4% | +9.0% | +7.6% |
| 30D | +14.1% | +15.7% | -1.6% | +6.6% |
| 3M | +31.3% | +11.4% | +19.9% | +23.1% |
| 6M | +126.7% | +40.7% | +85.9% | +88.9% |
| YTD | +117.9% | +21.0% | +97.0% | +89.2% |
| 1Y | +41.1% | +7.2% | +33.8% | +29.9% |
| 3Y | -61.0% | +29.2% | -90.1% | -69.4% |
| 5Y | -99.1% | +142.3% | -241.5% | -99.6% |
| 10Y | -98.7% | +253.1% | -351.8% | -99.5% |
| All | -98.7% | +246.2% | -344.9% | -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