+28.4%
RTX vs AMIX
-81.0%
+109.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.3% | -0.7% |
| 7D | -5.2% | -13.7% | +8.6% | -5.1% |
| 30D | -9.4% | -62.1% | +52.7% | -9.3% |
| 3M | +12.3% | -46.2% | +58.5% | +14.7% |
| 6M | -3.1% | -46.4% | +43.3% | -1.1% |
| YTD | +10.7% | -60.3% | +70.9% | +13.6% |
| 1Y | +28.4% | -79.7% | +108.1% | +36.1% |
| All | +28.4% | -81.0% | +109.4% | +36.1% |
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