-99.9%
AMIX vs RGEN
-12.5%
-87.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.5% | -0.1% | -5.6% |
| 7D | -25.5% | -10.7% | -14.8% | -25.5% |
| 30D | -56.2% | -3.6% | -52.5% | -56.2% |
| 3M | -87.4% | +6.2% | -93.7% | -87.4% |
| 6M | -80.9% | +34.1% | -115.0% | -80.7% |
| YTD | -86.8% | +2.8% | -89.7% | -87.0% |
| 1Y | -91.3% | +15.5% | -106.9% | -91.3% |
| All | -99.9% | -12.5% | -87.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling