-99.8%
AMIX vs RRX
+22.0%
-121.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -13.7% | +3.4% | -17.2% | -15.1% |
| 30D | -62.1% | -11.1% | -50.9% | -60.0% |
| 3M | -46.2% | -23.7% | -22.4% | -36.0% |
| 6M | -46.4% | -22.0% | -24.4% | -36.7% |
| YTD | -60.3% | +16.5% | -76.7% | -55.3% |
| 1Y | -79.7% | +11.5% | -91.2% | -77.0% |
| All | -99.8% | +22.0% | -121.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling