-79.7%
AMIX vs HAS
+20.3%
-100.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -2.0% |
| 7D | -13.7% | -1.8% | -11.9% | -13.9% |
| 30D | -62.1% | +2.3% | -64.3% | -61.7% |
| 3M | -46.2% | +10.4% | -56.5% | -45.3% |
| 6M | -46.4% | -3.2% | -43.2% | -46.7% |
| YTD | -60.3% | +15.4% | -75.7% | -60.4% |
| 1Y | -79.7% | +18.8% | -98.5% | -80.7% |
| All | -79.7% | +20.3% | -100.0% | -80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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