-91.1%
AMIX vs RSG
+24.9%
-115.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.9% | +2.5% | -12.4% | -6.1% |
| 30D | -52.8% | +12.7% | -65.5% | -42.8% |
| 3M | -80.0% | +17.9% | -98.0% | -73.9% |
| 6M | -80.2% | +25.0% | -105.2% | -71.9% |
| YTD | -88.1% | +20.8% | -108.9% | -82.8% |
| 1Y | -91.1% | +24.3% | -115.3% | -86.3% |
| All | -91.1% | +24.9% | -115.9% | -86.3% |
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