-99.8%
AMIX vs JHX
-23.4%
-76.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.7% |
| 7D | +1.6% | +1.6% | 0.0% | +1.0% |
| 30D | -50.8% | -5.0% | -45.8% | -50.0% |
| 3M | -46.3% | +24.5% | -70.7% | -48.8% |
| 6M | -49.9% | +34.9% | -84.8% | -53.3% |
| YTD | -60.4% | +39.3% | -99.8% | -63.3% |
| 1Y | -81.7% | +48.6% | -130.3% | -83.2% |
| All | -99.8% | -23.4% | -76.4% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling