+19.5%
RSP vs AMIX
-92.3%
+111.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.2% |
| 7D | +2.4% | -9.9% | +12.2% | +2.4% |
| 30D | +4.3% | -52.8% | +57.0% | +4.5% |
| 3M | -0.3% | -80.0% | +79.7% | +0.1% |
| 6M | +9.8% | -80.2% | +90.1% | +9.7% |
| YTD | +16.8% | -88.1% | +105.0% | +16.1% |
| 1Y | +19.5% | -91.1% | +110.6% | +18.6% |
| All | +19.5% | -92.3% | +111.8% | +18.6% |
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