-4.0%
RIG vs AMIX
-100.0%
+96.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +4.1% |
| 7D | +5.7% | -9.9% | +15.6% | +5.7% |
| 30D | -0.7% | -52.8% | +52.0% | -0.6% |
| 3M | -3.1% | -80.0% | +76.9% | -2.8% |
| 6M | -16.3% | -80.2% | +63.9% | -16.7% |
| YTD | +34.1% | -88.1% | +122.3% | +34.1% |
| 1Y | +38.2% | -91.1% | +129.2% | +38.3% |
| All | -4.0% | -100.0% | +96.0% | -14.5% |
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