+190.3%
RDDT vs AMIX
-99.7%
+290.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -2.0% |
| 7D | -7.4% | +1.6% | -8.9% | -7.4% |
| 30D | -7.7% | -50.8% | +43.1% | -7.3% |
| 3M | -17.8% | -46.3% | +28.5% | -19.3% |
| 6M | +5.5% | -49.9% | +55.3% | +3.5% |
| YTD | -36.3% | -60.4% | +24.1% | -37.5% |
| 1Y | -39.0% | -81.7% | +42.7% | -40.4% |
| All | +190.3% | -99.7% | +290.0% | +112.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling