-99.8%
AMIX vs JHX
-19.5%
-80.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.7% |
| 7D | -13.7% | +1.5% | -15.3% | -14.1% |
| 30D | -62.1% | +7.2% | -69.2% | -63.0% |
| 3M | -46.2% | +29.9% | -76.1% | -49.4% |
| 6M | -46.4% | +35.4% | -81.8% | -50.5% |
| YTD | -60.3% | +46.5% | -106.7% | -63.7% |
| 1Y | -79.7% | +55.5% | -135.2% | -81.5% |
| All | -99.8% | -19.5% | -80.3% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling