+18.4%
XRT vs AMIX
-92.3%
+110.7%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.0% | +8.6% | +5.5% |
| 7D | +8.0% | -25.1% | +33.2% | +8.1% |
| 30D | +13.0% | -54.5% | +67.5% | +13.2% |
| 3M | +1.7% | -91.7% | +93.4% | +2.2% |
| 6M | +12.6% | -79.4% | +92.0% | +11.7% |
| YTD | +10.7% | -86.1% | +96.7% | +8.6% |
| 1Y | +18.4% | -91.6% | +110.0% | +15.2% |
| All | +18.4% | -92.3% | +110.7% | +15.2% |
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 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