-91.7%
AMIX vs RRX
+36.7%
-128.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.5% | -21.5% | -21.0% |
| 7D | -8.1% | +5.4% | -13.5% | -11.3% |
| 30D | -52.3% | +12.0% | -64.2% | -56.1% |
| 3M | -83.8% | +6.1% | -89.9% | -84.6% |
| 6M | -79.0% | -13.2% | -65.8% | -74.6% |
| YTD | -87.2% | +31.0% | -118.2% | -76.6% |
| 1Y | -91.7% | +38.8% | -130.5% | -81.6% |
| All | -91.7% | +36.7% | -128.4% | -81.6% |
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