-91.6%
AMIX vs RRX
+30.0%
-121.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.6% | +0.6% | -0.8% |
| 7D | -25.1% | +7.6% | -32.7% | -28.9% |
| 30D | -54.5% | +7.5% | -62.0% | -57.0% |
| 3M | -91.7% | -21.0% | -70.7% | -90.0% |
| 6M | -79.4% | -18.1% | -61.4% | -74.2% |
| YTD | -86.1% | +24.3% | -110.3% | -73.2% |
| 1Y | -91.6% | +29.3% | -120.9% | -81.1% |
| All | -91.6% | +30.0% | -121.6% | -81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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