-99.9%
AMIX vs RVMD
+521.5%
-621.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.4% | +2.3% |
| 7D | -9.9% | -10.4% | +0.5% | -4.0% |
| 30D | -52.8% | -11.0% | -41.8% | -50.0% |
| 3M | -80.0% | -14.7% | -65.3% | -78.5% |
| 6M | -80.2% | +14.9% | -95.1% | -80.8% |
| YTD | -88.1% | +116.3% | -204.4% | -90.9% |
| 1Y | -91.1% | +167.6% | -258.7% | -93.8% |
| All | -99.9% | +521.5% | -621.5% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling