-90.5%
AMIX vs TRGP
+60.7%
-151.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +3.4% | +8.4% | +14.7% |
| 7D | +1.2% | -7.2% | +8.3% | -6.2% |
| 30D | -45.3% | -4.2% | -41.2% | -47.1% |
| 3M | -83.1% | +7.0% | -90.0% | -81.0% |
| 6M | -76.9% | +11.2% | -88.1% | -73.6% |
| YTD | -85.3% | +51.1% | -136.4% | -77.6% |
| All | -90.5% | +60.7% | -151.3% | -79.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling