-99.8%
AMIX vs HBM
+384.7%
-484.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.7% |
| 7D | -13.7% | -6.4% | -7.4% | -12.1% |
| 30D | -62.1% | +5.9% | -68.0% | -62.7% |
| 3M | -46.2% | -8.9% | -37.3% | -48.7% |
| 6M | -46.4% | +10.7% | -57.1% | -48.4% |
| YTD | -60.3% | +38.3% | -98.5% | -60.6% |
| 1Y | -79.7% | +121.3% | -201.0% | -78.3% |
| All | -99.8% | +384.7% | -484.5% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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