-99.9%
AMIX vs TRGP
+265.4%
-365.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.2% |
| 7D | -9.9% | +12.4% | -22.2% | -7.4% |
| 30D | -52.8% | +2.6% | -55.4% | -52.3% |
| 3M | -80.0% | +11.9% | -91.9% | -79.4% |
| 6M | -80.2% | +13.9% | -94.1% | -79.5% |
| YTD | -88.1% | +64.2% | -152.3% | -87.7% |
| 1Y | -91.1% | +78.5% | -169.6% | -90.7% |
| All | -99.9% | +265.4% | -365.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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