-33.5%
RDDT vs AMIX
-81.0%
+47.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -1.0% |
| 7D | +1.0% | -13.7% | +14.7% | +1.1% |
| 30D | -0.5% | -62.1% | +61.6% | +0.4% |
| 3M | -16.0% | -46.2% | +30.2% | -16.7% |
| 6M | +4.9% | -46.4% | +51.3% | +4.1% |
| YTD | -32.8% | -60.3% | +27.5% | -34.1% |
| 1Y | -33.5% | -79.7% | +46.2% | -31.3% |
| All | -33.5% | -81.0% | +47.5% | -31.3% |
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