-45.7%
RDDT vs AMIX
-92.3%
+46.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -3.0% | +9.0% | +6.0% |
| 7D | -24.4% | -25.1% | +0.8% | -24.0% |
| 30D | -32.3% | -54.5% | +22.3% | -31.6% |
| 3M | -36.3% | -91.7% | +55.4% | -34.7% |
| 6M | -39.7% | -79.4% | +39.7% | -39.5% |
| YTD | -55.7% | -86.1% | +30.4% | -56.3% |
| 1Y | -45.7% | -91.6% | +45.8% | -47.5% |
| All | -45.7% | -92.3% | +46.6% | -47.5% |
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