-71.3%
AMC vs HRB
+36.2%
-107.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.2% | +6.2% | +2.0% |
| 7D | +2.6% | +2.7% | -0.1% | +2.6% |
| 30D | +9.0% | +22.1% | -13.1% | +8.7% |
| 3M | +22.2% | +15.7% | +6.5% | +22.2% |
| 6M | +91.5% | +83.3% | +8.1% | +91.5% |
| YTD | +101.3% | +25.0% | +76.3% | +106.9% |
| 1Y | +20.8% | +6.9% | +13.8% | +25.8% |
| 3Y | -71.3% | +39.0% | -110.4% | -70.2% |
| All | -71.3% | +36.2% | -107.6% | -70.2% |
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