+124.5%
RTX vs AMIX
-100.0%
+224.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.6% | +2.3% | -3.3% |
| 7D | -3.8% | -25.5% | +21.7% | -3.7% |
| 30D | +4.7% | -56.2% | +60.9% | +4.9% |
| 3M | -13.4% | -87.4% | +74.0% | -13.1% |
| 6M | +11.8% | -80.9% | +92.7% | +12.0% |
| YTD | +5.8% | -86.8% | +92.6% | +6.2% |
| 1Y | +11.9% | -91.3% | +103.2% | +12.6% |
| All | +124.5% | -100.0% | +224.4% | +132.0% |
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 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