-99.9%
AMIX vs HRB
+21.0%
-120.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +1.4% |
| 7D | -16.0% | +2.7% | -18.7% | -16.9% |
| 30D | -55.4% | +22.1% | -77.5% | -58.8% |
| 3M | -87.5% | +15.7% | -103.2% | -88.5% |
| 6M | -81.2% | +83.3% | -164.5% | -83.5% |
| YTD | -86.8% | +25.0% | -111.9% | -87.8% |
| 1Y | -91.6% | +6.9% | -98.5% | -91.9% |
| All | -99.9% | +21.0% | -120.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling