+170.3%
RDW vs AMIX
-100.0%
+270.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -3.8% |
| 7D | +7.2% | -9.9% | +17.1% | +7.4% |
| 30D | -10.3% | -52.8% | +42.4% | -8.6% |
| 3M | -41.4% | -80.0% | +38.6% | -39.1% |
| 6M | -32.5% | -80.2% | +47.7% | -34.1% |
| YTD | +1.7% | -88.1% | +89.8% | +1.1% |
| 1Y | +39.0% | -91.1% | +130.1% | +38.8% |
| All | +170.3% | -100.0% | +270.2% | +174.8% |
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