+27.5%
HAL vs AMIX
-92.3%
+119.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +3.1% |
| 7D | +6.1% | -9.9% | +16.0% | +6.1% |
| 30D | +2.9% | -52.8% | +55.7% | +2.9% |
| 3M | +3.3% | -80.0% | +83.4% | +3.3% |
| 6M | -16.9% | -80.2% | +63.3% | -19.1% |
| YTD | +21.2% | -88.1% | +109.3% | +16.0% |
| 1Y | +27.5% | -91.1% | +118.6% | +21.8% |
| All | +27.5% | -92.3% | +119.8% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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