+280.1%
RDW vs AMIX
-99.9%
+379.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.0% | +5.6% | +1.7% |
| 7D | +4.8% | -6.3% | +11.1% | +5.0% |
| 30D | -19.5% | -51.9% | +32.4% | -18.2% |
| 3M | -26.9% | -44.9% | +18.0% | -30.2% |
| 6M | +17.8% | -47.9% | +65.7% | +12.3% |
| YTD | +43.0% | -62.0% | +105.1% | +38.0% |
| 1Y | +32.1% | -82.0% | +114.1% | +29.7% |
| All | +280.1% | -99.9% | +379.9% | +275.0% |
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