-99.9%
AMIX vs TRGP
+245.7%
-345.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.8% | +6.0% | +9.4% |
| 7D | +11.4% | -5.8% | +17.2% | +9.5% |
| 30D | -40.5% | -1.5% | -39.0% | -40.7% |
| 3M | -80.1% | +6.1% | -86.2% | -79.7% |
| 6M | -74.8% | +14.4% | -89.2% | -74.3% |
| YTD | -84.0% | +55.3% | -139.3% | -83.6% |
| 1Y | -89.7% | +69.1% | -158.8% | -89.5% |
| All | -99.9% | +245.7% | -345.7% | -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