-91.6%
AMIX vs RRX
+23.5%
-115.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.5% | -5.5% | -3.4% |
| 7D | -16.0% | +7.5% | -23.5% | -20.6% |
| 30D | -55.4% | +3.0% | -58.4% | -56.7% |
| 3M | -87.5% | -5.3% | -82.2% | -87.2% |
| 6M | -81.2% | -26.6% | -54.6% | -76.8% |
| YTD | -86.8% | +21.2% | -108.0% | -74.6% |
| 1Y | -91.6% | +25.9% | -117.5% | -81.2% |
| All | -91.6% | +23.5% | -115.1% | -81.2% |
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