+1,273.0%
RGTI vs AMIX
-99.9%
+1,372.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.6% |
| 7D | +2.5% | +1.6% | +0.9% | +2.4% |
| 30D | -13.7% | -50.8% | +37.2% | -12.2% |
| 3M | -22.6% | -46.3% | +23.7% | -25.4% |
| 6M | -13.4% | -49.9% | +36.4% | -16.4% |
| YTD | -31.2% | -60.4% | +29.2% | -33.0% |
| 1Y | -7.6% | -81.7% | +74.1% | -7.8% |
| All | +1,273.0% | -99.9% | +1,372.8% | +1,229.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling