+44.0%
RSP vs AMIX
-99.9%
+143.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.5% |
| 7D | -0.8% | -13.7% | +13.0% | -0.7% |
| 30D | -0.3% | -62.1% | +61.7% | 0.0% |
| 3M | +4.3% | -46.2% | +50.4% | +3.6% |
| 6M | +8.8% | -46.4% | +55.3% | +8.1% |
| YTD | +15.3% | -60.3% | +75.5% | +14.5% |
| 1Y | +18.3% | -79.7% | +98.0% | +17.8% |
| All | +44.0% | -99.9% | +143.8% | +46.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling