+134.3%
RTX vs AMIX
-99.9%
+234.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.8% | -6.8% | +2.0% |
| 7D | -1.7% | +11.4% | -13.2% | -1.8% |
| 30D | +7.7% | -40.5% | +48.2% | +7.8% |
| 3M | -10.3% | -80.1% | +69.7% | -10.1% |
| 6M | +14.6% | -74.8% | +89.4% | +14.6% |
| YTD | +10.4% | -84.0% | +94.4% | +10.8% |
| 1Y | +13.5% | -89.7% | +103.2% | +14.2% |
| All | +134.3% | -99.9% | +234.2% | +142.0% |
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