-99.9%
AMIX vs HRB
+17.1%
-117.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +11.4% | -4.0% | +15.5% | +12.6% |
| 30D | -40.5% | +15.8% | -56.3% | -44.0% |
| 3M | -80.1% | +12.0% | -92.1% | -81.5% |
| 6M | -74.8% | +40.7% | -115.6% | -76.9% |
| YTD | -84.0% | +21.0% | -105.0% | -85.0% |
| 1Y | -89.7% | +11.7% | -101.4% | -90.2% |
| All | -99.9% | +17.1% | -117.0% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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