+25.7%
RDW vs AMIX
-81.9%
+107.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.3% |
| 7D | +0.9% | -4.8% | +5.6% | +1.0% |
| 30D | -21.3% | -42.0% | +20.7% | -20.4% |
| 3M | -37.9% | -46.5% | +8.6% | -35.1% |
| 6M | +12.3% | -48.2% | +60.5% | +16.7% |
| YTD | +39.7% | -62.2% | +101.9% | +48.4% |
| 1Y | +25.7% | -82.1% | +107.7% | +44.0% |
| All | +25.7% | -81.9% | +107.6% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling