-91.6%
AMIX vs TRGP
+64.3%
-155.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.7% | +2.7% | -2.4% |
| 7D | -16.0% | -16.0% | 0.0% | -29.6% |
| 30D | -55.4% | -6.4% | -49.0% | -57.4% |
| 3M | -87.5% | -1.0% | -86.5% | -87.1% |
| 6M | -81.2% | +7.0% | -88.2% | -79.1% |
| YTD | -86.8% | +46.1% | -133.0% | -79.7% |
| 1Y | -91.6% | +58.7% | -150.3% | -80.9% |
| All | -91.6% | +64.3% | -155.9% | -80.9% |
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 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