+18.9%
HAL vs AMIX
-91.4%
+110.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -12.0% | -16.0% | +4.1% | -12.0% |
| 30D | +0.3% | -55.4% | +55.7% | +0.3% |
| 3M | -1.6% | -87.5% | +85.9% | -1.6% |
| 6M | -20.5% | -81.2% | +60.7% | -23.0% |
| YTD | +14.2% | -86.8% | +101.1% | +9.5% |
| 1Y | +18.9% | -91.6% | +110.4% | +12.9% |
| All | +18.9% | -91.4% | +110.2% | +12.9% |
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