-91.6%
AMIX vs RVTY
+74.0%
-165.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -5.5% |
| 7D | -25.1% | -3.6% | -21.5% | -28.8% |
| 30D | -54.5% | +1.4% | -55.9% | -54.4% |
| 3M | -91.7% | +43.2% | -134.9% | -86.7% |
| 6M | -79.4% | +84.5% | -163.9% | -67.5% |
| YTD | -86.1% | +65.2% | -151.3% | -75.7% |
| 1Y | -91.6% | +74.3% | -165.9% | -82.7% |
| All | -91.6% | +74.0% | -165.6% | -82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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