-91.1%
AMIX vs RMD
-3.5%
-87.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.6% |
| 7D | -9.9% | +2.1% | -11.9% | -14.7% |
| 30D | -52.8% | +2.1% | -54.8% | -57.4% |
| 3M | -80.0% | +6.2% | -86.3% | -84.2% |
| 6M | -80.2% | +19.4% | -99.6% | -85.4% |
| YTD | -88.1% | +0.5% | -88.7% | -91.5% |
| 1Y | -91.1% | -3.9% | -87.1% | -93.5% |
| All | -91.1% | -3.5% | -87.5% | -93.5% |
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