-99.7%
AMIX vs RBRK
+130.1%
-229.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | +0.8% |
| 7D | +1.6% | +1.9% | -0.3% | +0.9% |
| 30D | -50.8% | -9.3% | -41.5% | -50.2% |
| 3M | -46.3% | +23.8% | -70.1% | -51.2% |
| 6M | -49.9% | +55.4% | -105.2% | -54.7% |
| YTD | -60.4% | +16.1% | -76.6% | -64.5% |
| 1Y | -81.7% | -9.8% | -71.9% | -83.5% |
| All | -99.7% | +130.1% | -229.8% | -99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling