-8.0%
RIG vs AMIX
-100.0%
+92.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -20.0% | +22.5% | +2.6% |
| 7D | -2.6% | -8.1% | +5.5% | -2.6% |
| 30D | -5.2% | -52.3% | +47.1% | -5.0% |
| 3M | -8.6% | -83.8% | +75.2% | -8.2% |
| 6M | -18.9% | -79.0% | +60.0% | -19.3% |
| YTD | +28.6% | -87.2% | +115.8% | +28.5% |
| 1Y | +25.5% | -91.7% | +117.2% | +25.8% |
| All | -8.0% | -100.0% | +92.0% | -18.0% |
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 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