-99.9%
AMIX vs JHX
-26.3%
-73.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.8% |
| 7D | -9.9% | -0.2% | -9.7% | -9.6% |
| 30D | -52.8% | +13.1% | -65.9% | -54.5% |
| 3M | -80.0% | -10.0% | -70.0% | -79.4% |
| 6M | -80.2% | +38.9% | -119.2% | -81.5% |
| YTD | -88.1% | +34.0% | -122.1% | -88.9% |
| 1Y | -91.1% | +66.0% | -157.0% | -91.9% |
| All | -99.9% | -26.3% | -73.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling