-99.9%
AMIX vs RRC
+68.0%
-168.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | -0.7% |
| 7D | -16.0% | -10.8% | -5.2% | -18.3% |
| 30D | -55.4% | +22.3% | -77.7% | -52.9% |
| 3M | -87.5% | +26.6% | -114.1% | -86.7% |
| 6M | -81.2% | +18.9% | -100.1% | -80.2% |
| YTD | -86.8% | +39.2% | -126.0% | -86.2% |
| 1Y | -91.6% | +34.0% | -125.5% | -91.2% |
| All | -99.9% | +68.0% | -168.0% | -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