-91.6%
AMIX vs JHX
+44.7%
-136.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +8.3% | -11.3% | -7.4% |
| 7D | -25.1% | +13.3% | -38.4% | -30.5% |
| 30D | -54.5% | +17.1% | -71.7% | -58.7% |
| 3M | -91.7% | +4.1% | -95.8% | -92.0% |
| 6M | -79.4% | +48.5% | -127.9% | -82.2% |
| YTD | -86.1% | +42.3% | -128.3% | -87.6% |
| 1Y | -91.6% | +47.4% | -138.9% | -92.3% |
| All | -91.6% | +44.7% | -136.3% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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