-99.9%
AMIX vs RVMD
+593.7%
-693.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.2% | -8.2% | -4.1% |
| 7D | -16.0% | +0.5% | -16.5% | -16.6% |
| 30D | -55.4% | -4.3% | -51.1% | -54.8% |
| 3M | -87.5% | -2.8% | -84.7% | -87.6% |
| 6M | -81.2% | +27.3% | -108.5% | -82.8% |
| YTD | -86.8% | +141.4% | -228.2% | -90.5% |
| 1Y | -91.6% | +213.3% | -304.8% | -94.6% |
| All | -99.9% | +593.7% | -693.6% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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