-9.2%
RIG vs AMIX
-100.0%
+90.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -24.5% | -16.0% | -8.5% | -24.5% |
| 30D | -2.8% | -55.4% | +52.6% | -2.6% |
| 3M | +1.6% | -87.5% | +89.1% | +2.0% |
| 6M | -15.9% | -81.2% | +65.3% | -16.2% |
| YTD | +26.9% | -86.8% | +113.7% | +26.8% |
| 1Y | +34.4% | -91.6% | +125.9% | +34.7% |
| All | -9.2% | -100.0% | +90.8% | -19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling