-99.9%
AMIX vs RCAT
+512.1%
-612.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +18.6% | -18.6% | -2.4% |
| 7D | -16.0% | -12.7% | -3.3% | -14.8% |
| 30D | -55.4% | -34.3% | -21.1% | -53.2% |
| 3M | -87.5% | -53.4% | -34.1% | -86.4% |
| 6M | -81.2% | -62.0% | -19.2% | -79.2% |
| YTD | -86.8% | -49.1% | -37.8% | -85.9% |
| 1Y | -91.6% | -53.1% | -38.5% | -90.9% |
| All | -99.9% | +512.1% | -612.0% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling