+1,324.3%
RGTI vs AMIX
-99.9%
+1,424.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +5.5% | -3.4% | +8.8% | +5.6% |
| 30D | -11.9% | -54.4% | +42.5% | -10.2% |
| 3M | -27.4% | -45.7% | +18.4% | -30.0% |
| 6M | -7.1% | -49.2% | +42.1% | -10.4% |
| YTD | -28.6% | -60.3% | +31.7% | -30.5% |
| 1Y | +4.4% | -81.4% | +85.7% | +4.1% |
| All | +1,324.3% | -99.9% | +1,424.2% | +1,278.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling