+117.8%
AMDL vs RRX
-3.6%
+121.4%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.5% | +11.1% | +11.0% |
| 7D | +19.9% | +4.3% | +15.7% | +14.1% |
| 30D | +6.3% | -8.0% | +14.3% | +18.0% |
| 3M | -9.9% | -22.0% | +12.1% | +29.0% |
| 6M | +394.3% | -11.9% | +406.2% | +545.9% |
| YTD | +257.3% | +17.1% | +240.2% | +225.7% |
| 1Y | +508.5% | +14.9% | +493.7% | +465.6% |
| All | +117.8% | -3.6% | +121.4% | +116.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling