-99.9%
AMIX vs TRGP
+258.6%
-358.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +3.7% | -23.7% | -19.1% |
| 7D | -8.1% | +2.4% | -10.5% | -7.6% |
| 30D | -52.3% | +0.8% | -53.1% | -52.1% |
| 3M | -83.8% | +10.4% | -94.1% | -83.3% |
| 6M | -79.0% | +16.3% | -95.2% | -78.3% |
| YTD | -87.2% | +61.1% | -148.3% | -86.7% |
| 1Y | -91.7% | +71.6% | -163.3% | -91.4% |
| All | -99.9% | +258.6% | -358.5% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling