-99.9%
AMIX vs RRX
+35.6%
-135.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.2% | -7.3% | -7.9% |
| 7D | -10.9% | +12.6% | -23.5% | -15.4% |
| 30D | -55.0% | +10.6% | -65.5% | -57.2% |
| 3M | -82.0% | +4.6% | -86.7% | -82.5% |
| 6M | -80.4% | -13.6% | -66.8% | -78.1% |
| YTD | -88.3% | +29.4% | -117.7% | -87.5% |
| 1Y | -92.4% | +31.9% | -124.3% | -91.9% |
| All | -99.9% | +35.6% | -135.5% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling