+292.7%
RDW vs AMIX
-99.9%
+392.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.2% | +6.9% | +6.7% |
| 7D | +9.5% | -3.4% | +12.8% | +9.5% |
| 30D | -17.4% | -54.4% | +37.0% | -15.9% |
| 3M | -39.5% | -45.7% | +6.2% | -42.2% |
| 6M | +31.3% | -49.2% | +80.5% | +25.6% |
| YTD | +47.8% | -60.3% | +108.1% | +42.4% |
| 1Y | +33.8% | -81.4% | +115.2% | +31.3% |
| All | +292.7% | -99.9% | +392.5% | +287.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling