-97.7%
AMC vs HRB
+199.7%
-297.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.2% | +6.2% | +3.6% |
| 7D | +2.6% | +2.7% | -0.1% | +1.6% |
| 30D | +9.0% | +22.1% | -13.1% | +0.5% |
| 3M | +22.2% | +15.7% | +6.5% | +13.7% |
| 6M | +91.5% | +83.3% | +8.1% | +42.5% |
| YTD | +101.3% | +25.0% | +76.3% | +75.0% |
| 1Y | +20.8% | +6.9% | +13.8% | +12.5% |
| 3Y | -71.3% | +39.0% | -110.4% | -77.6% |
| 5Y | -99.2% | +146.4% | -245.6% | -99.6% |
| 10Y | -98.7% | +254.4% | -353.1% | -99.4% |
| All | -97.7% | +199.7% | -297.3% | -98.9% |
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