-91.6%
AMIX vs RRC
+44.7%
-136.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.5% | +0.5% | -5.6% |
| 7D | -25.1% | -6.8% | -18.4% | -28.9% |
| 30D | -54.5% | +34.7% | -89.2% | -41.4% |
| 3M | -91.7% | +31.5% | -123.3% | -89.7% |
| 6M | -79.4% | +21.8% | -101.2% | -75.2% |
| YTD | -86.1% | +48.9% | -134.9% | -82.1% |
| 1Y | -91.6% | +42.1% | -133.7% | -88.8% |
| All | -91.6% | +44.7% | -136.2% | -88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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