-92.4%
AMIX vs HDB
-29.3%
-63.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.2% | -7.3% | -8.0% |
| 7D | -10.9% | +4.1% | -14.9% | -11.9% |
| 30D | -55.0% | +13.0% | -67.9% | -56.7% |
| 3M | -82.0% | +11.3% | -93.3% | -82.5% |
| 6M | -80.4% | +6.9% | -87.4% | -80.9% |
| YTD | -88.3% | -29.6% | -58.6% | -81.7% |
| 1Y | -92.4% | -29.5% | -62.9% | -87.8% |
| All | -92.4% | -29.3% | -63.1% | -87.8% |
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