-99.9%
AMIX vs HRB
+17.0%
-117.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | 0.0% | -20.0% | -20.0% |
| 7D | -8.1% | -8.1% | 0.0% | -5.7% |
| 30D | -52.3% | +15.0% | -67.3% | -54.9% |
| 3M | -83.8% | +10.2% | -94.0% | -84.8% |
| 6M | -79.0% | +44.2% | -123.2% | -80.8% |
| YTD | -87.2% | +21.0% | -108.1% | -88.0% |
| 1Y | -91.7% | +12.0% | -103.7% | -92.1% |
| All | -99.9% | +17.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling