+274.1%
RDW vs AMIX
-99.9%
+374.0%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.2% | -4.5% | -4.7% |
| 7D | +3.6% | +1.6% | +2.0% | +3.5% |
| 30D | -18.4% | -50.8% | +32.4% | -17.1% |
| 3M | -32.1% | -46.3% | +14.2% | -35.0% |
| 6M | +10.9% | -49.9% | +60.7% | +6.0% |
| YTD | +40.8% | -60.4% | +101.2% | +35.7% |
| 1Y | +31.1% | -81.7% | +112.8% | +28.7% |
| All | +274.1% | -99.9% | +374.0% | +268.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling