-89.6%
AMIX vs RVTY
+71.7%
-161.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.0% | +9.8% | +7.9% |
| 7D | +11.4% | -2.7% | +14.1% | +7.7% |
| 30D | -40.5% | +3.2% | -43.8% | -39.3% |
| 3M | -80.1% | +37.2% | -117.3% | -70.6% |
| 6M | -74.8% | +57.7% | -132.5% | -59.9% |
| YTD | -84.0% | +64.8% | -148.8% | -72.2% |
| All | -89.6% | +71.7% | -161.3% | -80.1% |
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