+212.8%
RDDT vs AZO
-9.7%
+222.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.7% | +1.5% |
| 7D | +2.1% | -3.6% | +5.7% | +1.3% |
| 30D | +2.8% | -5.6% | +8.4% | +1.5% |
| 3M | -8.9% | -6.6% | -2.3% | -10.2% |
| 6M | +15.1% | -22.5% | +37.6% | +7.9% |
| YTD | -31.4% | -15.2% | -16.2% | -33.5% |
| 1Y | -39.4% | -33.9% | -5.5% | -44.5% |
| All | +212.8% | -9.7% | +222.5% | +200.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 all: compounded portfolio wealth divided by compounded AZO 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…
all analysis · Full analysis span regression · 6 months rolling