-99.8%
AMIX vs RRX
+22.7%
-122.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.5% |
| 7D | -3.4% | +4.3% | -7.7% | -5.2% |
| 30D | -54.4% | -8.0% | -46.4% | -52.6% |
| 3M | -45.7% | -22.0% | -23.7% | -35.7% |
| 6M | -49.2% | -11.9% | -37.3% | -40.8% |
| YTD | -60.3% | +17.1% | -77.4% | -55.6% |
| 1Y | -81.4% | +14.9% | -96.2% | -79.0% |
| All | -99.8% | +22.7% | -122.5% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling