-99.9%
AMIX vs RRC
+73.1%
-173.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.7% | -1.9% | -6.5% |
| 7D | -25.5% | -6.9% | -18.6% | -26.8% |
| 30D | -56.2% | +25.4% | -81.6% | -53.4% |
| 3M | -87.4% | +31.9% | -119.3% | -86.5% |
| 6M | -80.9% | +17.2% | -98.1% | -79.8% |
| YTD | -86.8% | +43.4% | -130.2% | -86.1% |
| 1Y | -91.3% | +36.7% | -128.1% | -90.8% |
| All | -99.9% | +73.1% | -173.0% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling