+88.7%
RIG vs AMIX
-81.0%
+169.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.9% | -0.9% | -2.8% |
| 7D | +0.9% | -13.7% | +14.6% | +0.9% |
| 30D | +13.8% | -62.1% | +75.9% | +14.0% |
| 3M | -6.4% | -46.2% | +39.8% | -5.9% |
| 6M | -8.2% | -46.4% | +38.3% | -7.6% |
| YTD | +41.6% | -60.3% | +101.9% | +44.7% |
| 1Y | +88.7% | -79.7% | +168.4% | +113.6% |
| All | +88.7% | -81.0% | +169.7% | +113.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling