+7,765.4%
AMD vs RRX
+200.5%
+7,564.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -2.3% | -6.5% | -7.4% |
| 7D | +18.9% | +4.3% | +14.6% | +16.4% |
| 30D | -6.4% | +12.3% | -18.8% | -11.7% |
| 3M | +10.6% | +3.7% | +6.9% | +9.3% |
| 6M | +19.9% | -13.9% | +33.8% | +32.7% |
| YTD | +149.4% | +26.5% | +122.9% | +116.4% |
| 1Y | +115.4% | +29.3% | +86.1% | +83.5% |
| 3Y | +357.3% | +65.6% | +291.7% | +217.6% |
| 5Y | +261.1% | +10.6% | +250.5% | +209.9% |
| All | +7,765.4% | +200.5% | +7,564.9% | +3,886.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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