-91.6%
AMIX vs RRC
+31.6%
-123.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | -2.0% |
| 7D | -16.0% | -10.8% | -5.2% | -22.7% |
| 30D | -55.4% | +22.3% | -77.7% | -46.4% |
| 3M | -87.5% | +26.6% | -114.1% | -84.4% |
| 6M | -81.2% | +18.9% | -100.1% | -78.1% |
| YTD | -86.8% | +39.2% | -126.0% | -83.9% |
| 1Y | -91.6% | +34.0% | -125.5% | -89.3% |
| All | -91.6% | +31.6% | -123.2% | -89.3% |
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