-99.8%
AMIX vs RVTY
+19.0%
-118.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -2.1% |
| 7D | -13.7% | +1.1% | -14.8% | -13.0% |
| 30D | -62.1% | +13.2% | -75.3% | -58.5% |
| 3M | -46.2% | +27.2% | -73.4% | -37.9% |
| 6M | -46.4% | +32.4% | -78.8% | -37.8% |
| YTD | -60.3% | +34.9% | -95.1% | -53.4% |
| 1Y | -79.7% | +52.4% | -132.0% | -75.1% |
| All | -99.8% | +19.0% | -118.8% | -99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling