+145.7%
AMDL vs RRC
+63.1%
+82.5%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.6% | +12.3% |
| 7D | +103.5% | +2.5% | +101.0% | +99.8% |
| 30D | -18.3% | +21.1% | -39.5% | -27.7% |
| 3M | +20.1% | +28.4% | -8.3% | +1.2% |
| 6M | +15.9% | +26.5% | -10.5% | -3.6% |
| YTD | +303.0% | +47.0% | +256.0% | +172.9% |
| 1Y | +164.0% | +35.2% | +128.8% | +93.8% |
| All | +145.7% | +63.1% | +82.5% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 5y: compounded portfolio wealth divided by compounded RRC 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…
5y analysis · Full analysis span regression · 6 months rolling