-91.6%
AMIX vs RSG
+19.5%
-111.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.1% | -1.5% |
| 7D | -25.1% | +5.1% | -30.3% | -18.8% |
| 30D | -54.5% | +15.3% | -69.8% | -43.1% |
| 3M | -91.7% | +18.6% | -110.3% | -89.1% |
| 6M | -79.4% | +19.5% | -99.0% | -72.2% |
| YTD | -86.1% | +17.2% | -103.3% | -80.7% |
| 1Y | -91.6% | +19.6% | -111.1% | -87.3% |
| All | -91.6% | +19.5% | -111.1% | -87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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