-99.9%
AMIX vs HDB
-5.8%
-94.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.2% | -20.2% | -20.0% |
| 7D | -8.1% | +6.9% | -15.0% | -9.7% |
| 30D | -52.3% | +15.2% | -67.5% | -54.1% |
| 3M | -83.8% | +11.7% | -95.5% | -84.2% |
| 6M | -79.0% | +7.5% | -86.5% | -79.4% |
| YTD | -87.2% | -28.8% | -58.4% | -85.5% |
| 1Y | -91.7% | -29.1% | -62.6% | -90.6% |
| All | -99.9% | -5.8% | -94.1% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling