-99.9%
AMIX vs RMD
+27.2%
-127.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +1.1% |
| 7D | -16.0% | +2.3% | -18.4% | -17.5% |
| 30D | -55.4% | +4.1% | -59.5% | -56.7% |
| 3M | -87.5% | +5.7% | -93.2% | -88.0% |
| 6M | -81.2% | +12.9% | -94.1% | -82.0% |
| YTD | -86.8% | -1.5% | -85.3% | -87.5% |
| 1Y | -91.6% | -4.8% | -86.8% | -92.0% |
| All | -99.9% | +27.2% | -127.1% | -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