+13.2%
RKT vs AMIX
-100.0%
+113.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | 0.0% |
| 7D | -9.0% | -9.9% | +0.9% | -8.9% |
| 30D | +30.2% | -52.8% | +83.0% | +30.8% |
| 3M | -8.8% | -80.0% | +71.2% | -7.9% |
| 6M | -0.9% | -80.2% | +79.3% | -1.8% |
| YTD | -29.2% | -88.1% | +59.0% | -29.8% |
| 1Y | -20.1% | -91.1% | +71.0% | -20.9% |
| All | +13.2% | -100.0% | +113.1% | +12.2% |
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