-15.4%
RKT vs AMIX
-89.3%
+73.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +8.8% | -13.7% | -4.9% |
| 7D | +4.6% | +11.4% | -6.8% | +4.5% |
| 30D | +25.9% | -40.5% | +66.4% | +26.4% |
| 3M | +5.0% | -80.1% | +85.1% | +6.3% |
| 6M | -7.9% | -74.8% | +66.9% | -7.9% |
| YTD | -25.4% | -84.0% | +58.6% | -26.1% |
| 1Y | -15.4% | -89.7% | +74.3% | -17.3% |
| All | -15.4% | -89.3% | +73.9% | -17.3% |
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