-99.8%
AMIX vs RSG
+33.2%
-132.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.5% |
| 7D | -3.4% | -0.7% | -2.6% | -3.8% |
| 30D | -54.4% | +3.3% | -57.7% | -53.5% |
| 3M | -45.7% | +8.5% | -54.2% | -43.2% |
| 6M | -49.2% | -3.5% | -45.6% | -46.7% |
| YTD | -60.3% | +5.5% | -65.8% | -58.6% |
| 1Y | -81.4% | -1.7% | -79.6% | -80.3% |
| All | -99.8% | +33.2% | -132.9% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling