-89.7%
AMIX vs HDB
-27.5%
-62.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.2% | +8.6% |
| 7D | +11.4% | +12.7% | -1.3% | +7.1% |
| 30D | -40.5% | +16.6% | -57.1% | -43.5% |
| 3M | -80.1% | +10.8% | -90.9% | -80.6% |
| 6M | -74.8% | +3.8% | -78.7% | -74.9% |
| YTD | -84.0% | -28.9% | -55.1% | -75.5% |
| 1Y | -89.7% | -28.0% | -61.7% | -84.5% |
| All | -89.7% | -27.5% | -62.2% | -84.5% |
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