-79.7%
AMIX vs RMD
-14.6%
-65.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.6% | -1.0% |
| 7D | -13.7% | -5.0% | -8.7% | -2.5% |
| 30D | -62.1% | +2.2% | -64.3% | -64.6% |
| 3M | -46.2% | +17.8% | -64.0% | -51.6% |
| 6M | -46.4% | -11.3% | -35.1% | -50.7% |
| YTD | -60.3% | -4.4% | -55.8% | -64.6% |
| 1Y | -79.7% | -15.7% | -63.9% | -80.0% |
| All | -79.7% | -14.6% | -65.0% | -80.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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