+208.0%
RDDT vs AMIX
-99.7%
+307.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.0% | +10.1% | +6.1% |
| 7D | -0.4% | -6.3% | +5.9% | -0.4% |
| 30D | -0.5% | -51.9% | +51.4% | -0.1% |
| 3M | -9.8% | -44.9% | +35.1% | -11.4% |
| 6M | +15.8% | -47.9% | +63.7% | +13.8% |
| YTD | -32.4% | -62.0% | +29.6% | -33.7% |
| 1Y | -40.0% | -82.0% | +42.0% | -41.3% |
| All | +208.0% | -99.7% | +307.6% | +125.8% |
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