-99.9%
AMIX vs RVTY
+45.5%
-145.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.0% | +9.8% | +8.3% |
| 7D | +11.4% | -2.7% | +14.1% | +9.3% |
| 30D | -40.5% | +3.2% | -43.8% | -39.8% |
| 3M | -80.1% | +37.2% | -117.3% | -75.5% |
| 6M | -74.8% | +57.7% | -132.5% | -67.1% |
| YTD | -84.0% | +64.8% | -148.8% | -78.8% |
| 1Y | -89.7% | +72.8% | -162.5% | -86.1% |
| All | -99.9% | +45.5% | -145.4% | -99.9% |
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