-91.1%
AMIX vs RCAT
-54.8%
-36.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +2.2% |
| 7D | -9.9% | -5.9% | -3.9% | -8.3% |
| 30D | -52.8% | -19.7% | -33.1% | -49.9% |
| 3M | -80.0% | -62.9% | -17.2% | -73.2% |
| 6M | -80.2% | -59.6% | -20.7% | -74.4% |
| YTD | -88.1% | -52.1% | -36.1% | -84.4% |
| 1Y | -91.1% | -50.9% | -40.2% | -88.0% |
| All | -91.1% | -54.8% | -36.3% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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