-91.1%
AMIX vs RBRK
+49.7%
-140.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | -9.9% | +3.9% | -13.8% | -12.4% |
| 30D | -52.8% | -3.5% | -49.2% | -52.2% |
| 3M | -80.0% | +4.6% | -84.6% | -82.3% |
| 6M | -80.2% | +84.7% | -165.0% | -88.5% |
| YTD | -88.1% | +43.7% | -131.8% | -93.7% |
| 1Y | -91.1% | +55.8% | -146.9% | -95.0% |
| All | -91.1% | +49.7% | -140.8% | -95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBRK.
Daily Out/Under-Performance
Portfolio return minus RBRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBRK 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 RBRK 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