+121.7%
RTX vs AMIX
-100.0%
+221.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.1% | -16.0% | +10.9% | -5.1% |
| 30D | +5.1% | -55.4% | +60.6% | +5.3% |
| 3M | -14.8% | -87.5% | +72.7% | -14.5% |
| 6M | +8.0% | -81.2% | +89.2% | +8.2% |
| YTD | +4.5% | -86.8% | +91.3% | +4.9% |
| 1Y | +9.8% | -91.6% | +101.4% | +10.6% |
| All | +121.7% | -100.0% | +221.7% | +129.2% |
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