-79.7%
AMIX vs RBA
-26.5%
-53.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -1.9% |
| 7D | -13.7% | -2.9% | -10.8% | -13.7% |
| 30D | -62.1% | -12.3% | -49.8% | -62.3% |
| 3M | -46.2% | -20.5% | -25.6% | -47.0% |
| 6M | -46.4% | -18.5% | -27.9% | -47.1% |
| YTD | -60.3% | -18.2% | -42.0% | -56.9% |
| 1Y | -79.7% | -27.5% | -52.2% | -75.6% |
| All | -79.7% | -26.5% | -53.1% | -75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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