-99.9%
AMIX vs RGEN
-9.9%
-90.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | 0.0% |
| 7D | -16.0% | -1.9% | -14.1% | -16.0% |
| 30D | -55.4% | +3.7% | -59.2% | -55.3% |
| 3M | -87.5% | +8.8% | -96.3% | -87.5% |
| 6M | -81.2% | +38.0% | -119.2% | -81.0% |
| YTD | -86.8% | +5.9% | -92.7% | -87.0% |
| 1Y | -91.6% | +19.7% | -111.2% | -91.6% |
| All | -99.9% | -9.9% | -90.0% | -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