+1,265.8%
RGTI vs AMIX
-99.9%
+1,365.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | -0.4% |
| 7D | -0.1% | -6.3% | +6.2% | 0.0% |
| 30D | -16.2% | -51.9% | +35.7% | -14.7% |
| 3M | -22.0% | -44.9% | +22.9% | -25.0% |
| 6M | -10.8% | -47.9% | +37.2% | -14.1% |
| YTD | -31.6% | -62.0% | +30.5% | -33.3% |
| 1Y | -6.4% | -82.0% | +75.6% | -6.5% |
| All | +1,265.8% | -99.9% | +1,365.6% | +1,223.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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