-98.1%
AMC vs HRB
+179.0%
-277.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -4.0% | +8.3% | +5.9% |
| 7D | +2.3% | -5.7% | +8.0% | +4.6% |
| 30D | -0.7% | +7.9% | -8.7% | -4.3% |
| 3M | +35.2% | +32.1% | +3.1% | +18.7% |
| 6M | +124.6% | +62.2% | +62.3% | +76.3% |
| YTD | +69.9% | +16.4% | +53.5% | +53.1% |
| 1Y | -2.6% | -0.3% | -2.3% | -6.2% |
| 3Y | -79.8% | +36.0% | -115.8% | -84.1% |
| 5Y | -99.4% | +125.2% | -224.6% | -99.6% |
| 10Y | -98.9% | +237.7% | -336.5% | -99.5% |
| All | -98.1% | +179.0% | -277.1% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling