-91.7%
AMIX vs RRC
+38.2%
-129.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.3% | -21.3% | -19.2% |
| 7D | -8.1% | -0.5% | -7.6% | -8.7% |
| 30D | -52.3% | +25.2% | -77.5% | -42.2% |
| 3M | -83.8% | +27.8% | -111.6% | -80.0% |
| 6M | -79.0% | +27.2% | -106.2% | -74.5% |
| YTD | -87.2% | +48.2% | -135.4% | -83.8% |
| 1Y | -91.7% | +34.7% | -126.4% | -89.8% |
| All | -91.7% | +38.2% | -129.9% | -89.8% |
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