-79.7%
AMIX vs HDB
-34.6%
-45.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -13.7% | +0.4% | -14.2% | -13.8% |
| 30D | -62.1% | -2.8% | -59.3% | -61.6% |
| 3M | -46.2% | -3.5% | -42.6% | -45.8% |
| 6M | -46.4% | -24.7% | -21.7% | -36.5% |
| YTD | -60.3% | -36.6% | -23.7% | -43.3% |
| 1Y | -79.7% | -34.4% | -45.3% | -70.9% |
| All | -79.7% | -34.6% | -45.0% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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