-99.9%
AMIX vs HDB
-6.0%
-94.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.2% | +8.6% |
| 7D | +11.4% | +12.7% | -1.3% | +7.8% |
| 30D | -40.5% | +16.6% | -57.1% | -43.0% |
| 3M | -80.1% | +10.8% | -90.9% | -80.6% |
| 6M | -74.8% | +3.8% | -78.7% | -75.0% |
| YTD | -84.0% | -28.9% | -55.1% | -81.8% |
| 1Y | -89.7% | -28.0% | -61.7% | -88.3% |
| All | -99.9% | -6.0% | -94.0% | -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