+95.2%
RDDT vs AMIX
-99.9%
+195.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.1% |
| 7D | +3.5% | -9.9% | +13.4% | +3.6% |
| 30D | -33.7% | -52.8% | +19.0% | -33.3% |
| 3M | -37.7% | -80.0% | +42.3% | -36.9% |
| 6M | -36.1% | -80.2% | +44.1% | -36.6% |
| YTD | -57.2% | -88.1% | +31.0% | -57.6% |
| 1Y | -48.0% | -91.1% | +43.0% | -48.6% |
| All | +95.2% | -99.9% | +195.1% | +44.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling