+38.2%
AMC vs HRB
+8.1%
+30.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -3.2% | +11.5% | +8.2% |
| 7D | +6.6% | -2.4% | +9.0% | +6.5% |
| 30D | +14.1% | +15.7% | -1.6% | +14.8% |
| 3M | +31.3% | +11.4% | +19.9% | +32.6% |
| 6M | +126.7% | +40.7% | +85.9% | +135.8% |
| YTD | +117.9% | +21.0% | +97.0% | +127.7% |
| All | +38.2% | +8.1% | +30.1% | +50.0% |
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