-58.9%
AMC vs HRB
+22.6%
-81.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.6% |
| 7D | +3.5% | -5.1% | +8.6% | +3.7% |
| 30D | +12.5% | +8.7% | +3.8% | +12.1% |
| 3M | +23.6% | -5.4% | +29.0% | +24.5% |
| 6M | +144.4% | +41.6% | +102.8% | +143.0% |
| YTD | +108.3% | +18.7% | +89.7% | +114.2% |
| 1Y | +38.9% | +16.4% | +22.4% | +43.2% |
| 3Y | -58.9% | +22.0% | -80.8% | -64.2% |
| All | -58.9% | +22.6% | -81.4% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling