-99.8%
AMIX vs RGEN
-12.9%
-86.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.9% |
| 7D | -13.7% | -4.9% | -8.8% | -13.8% |
| 30D | -62.1% | +5.7% | -67.7% | -62.1% |
| 3M | -46.2% | +32.4% | -78.6% | -45.5% |
| 6M | -46.4% | +33.2% | -79.6% | -45.8% |
| YTD | -60.3% | +2.3% | -62.5% | -60.9% |
| 1Y | -79.7% | +39.0% | -118.7% | -79.1% |
| All | -99.8% | -12.9% | -86.8% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling