+132.3%
RTX vs AMIX
-100.0%
+232.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | +4.8% | -9.9% | +14.6% | +4.8% |
| 30D | +6.5% | -52.8% | +59.3% | +6.7% |
| 3M | -9.6% | -80.0% | +70.4% | -9.3% |
| 6M | +12.3% | -80.2% | +92.6% | +12.4% |
| YTD | +9.5% | -88.1% | +97.6% | +9.9% |
| 1Y | +15.8% | -91.1% | +106.9% | +16.5% |
| All | +132.3% | -100.0% | +232.3% | +140.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling