+97.4%
RDDT vs AMIX
-99.9%
+197.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -8.4% | +2.7% | -5.7% |
| 7D | +6.1% | -10.9% | +17.0% | +6.2% |
| 30D | -35.9% | -55.0% | +19.1% | -35.4% |
| 3M | -35.1% | -82.0% | +46.9% | -34.2% |
| 6M | -34.7% | -80.4% | +45.8% | -35.1% |
| YTD | -56.7% | -88.3% | +31.6% | -57.1% |
| 1Y | -50.9% | -92.4% | +41.5% | -51.5% |
| All | +97.4% | -99.9% | +197.3% | +46.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling