+131.0%
AMDL vs RRX
-6.0%
+137.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.5% | +8.6% | +9.0% |
| 7D | +29.0% | -0.7% | +29.7% | +29.8% |
| 30D | +19.1% | -8.0% | +27.0% | +31.7% |
| 3M | +1.8% | -25.1% | +26.8% | +52.3% |
| 6M | +374.4% | -18.3% | +392.7% | +567.9% |
| YTD | +278.9% | +14.2% | +264.8% | +255.1% |
| 1Y | +510.6% | +13.0% | +497.5% | +477.7% |
| All | +131.0% | -6.0% | +137.0% | +135.9% |
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