-99.9%
AMIX vs RMD
+29.3%
-129.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.3% |
| 7D | -25.5% | -5.3% | -20.1% | -22.8% |
| 30D | -56.2% | +8.4% | -64.6% | -58.6% |
| 3M | -87.4% | +7.1% | -94.6% | -88.0% |
| 6M | -80.9% | +15.8% | -96.7% | -81.9% |
| YTD | -86.8% | +0.2% | -87.0% | -87.7% |
| 1Y | -91.3% | -1.4% | -90.0% | -91.9% |
| All | -99.9% | +29.3% | -129.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling