-91.6%
AMIX vs RGEN
+19.5%
-111.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -25.1% | -3.5% | -21.6% | -24.5% |
| 30D | -54.5% | -6.0% | -48.6% | -54.0% |
| 3M | -91.7% | +19.0% | -110.7% | -92.2% |
| 6M | -79.4% | +50.7% | -130.2% | -81.1% |
| YTD | -86.1% | +8.8% | -94.8% | -87.7% |
| 1Y | -91.6% | +21.3% | -112.8% | -92.0% |
| All | -91.6% | +19.5% | -111.1% | -92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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