-79.7%
AMIX vs JHX
+56.2%
-135.9%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -3.4% |
| 7D | -13.7% | +1.5% | -15.3% | -14.5% |
| 30D | -62.1% | +7.2% | -69.2% | -63.8% |
| 3M | -46.2% | +29.9% | -76.1% | -51.2% |
| 6M | -46.4% | +35.4% | -81.8% | -53.4% |
| YTD | -60.3% | +46.5% | -106.7% | -65.5% |
| 1Y | -79.7% | +55.5% | -135.2% | -80.6% |
| All | -79.7% | +56.2% | -135.9% | -80.6% |
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