-80.4%
AMIX vs JHX
+35.8%
-116.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -3.1% | -5.4% | -5.4% |
| 7D | -10.9% | -3.8% | -7.0% | -6.9% |
| 30D | -55.0% | +11.7% | -66.7% | -60.6% |
| 3M | -82.0% | -10.7% | -71.3% | -79.6% |
| 6M | -80.4% | +36.5% | -117.0% | -85.1% |
| All | -80.4% | +35.8% | -116.3% | -85.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling