-82.0%
AMIX vs RBRK
-6.0%
-76.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | -6.3% | -3.5% | -2.8% | -3.6% |
| 30D | -51.9% | -8.3% | -43.6% | -51.9% |
| 3M | -44.9% | +24.7% | -69.6% | -59.1% |
| 6M | -47.9% | +58.9% | -106.8% | -62.6% |
| YTD | -62.0% | +16.3% | -78.3% | -72.9% |
| 1Y | -82.0% | +10.1% | -92.1% | -86.0% |
| All | -82.0% | -6.0% | -76.0% | -86.0% |
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