-91.1%
AMIX vs RJF
+3.6%
-94.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -9.9% | +3.6% | -13.4% | -10.3% |
| 30D | -52.8% | +7.2% | -60.0% | -53.0% |
| 3M | -80.0% | -6.5% | -73.5% | -79.8% |
| 6M | -80.2% | +10.3% | -90.5% | -80.1% |
| YTD | -88.1% | +6.5% | -94.6% | -87.2% |
| 1Y | -91.1% | +6.1% | -97.2% | -90.1% |
| All | -91.1% | +3.6% | -94.7% | -90.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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