+39.7%
RIG vs AMIX
-92.3%
+132.1%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -3.0% | -4.6% | -7.6% |
| 7D | -18.8% | -25.1% | +6.3% | -18.8% |
| 30D | -1.1% | -54.5% | +53.4% | -1.0% |
| 3M | +4.4% | -91.7% | +96.1% | +4.7% |
| 6M | -20.8% | -79.4% | +58.7% | -21.0% |
| YTD | +32.0% | -86.1% | +118.0% | +32.9% |
| 1Y | +39.7% | -91.6% | +131.3% | +42.9% |
| All | +39.7% | -92.3% | +132.1% | +42.9% |
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