+2.0%
RDW vs AZO
+127.3%
-125.2%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | +0.9% | -3.6% | +4.4% | +1.3% |
| 30D | -21.3% | -5.6% | -15.7% | -20.8% |
| 3M | -37.9% | -6.6% | -31.2% | -37.5% |
| 6M | +12.3% | -22.5% | +34.8% | +16.7% |
| YTD | +39.7% | -15.2% | +54.9% | +41.6% |
| 1Y | +25.7% | -33.9% | +59.6% | +36.8% |
| 3Y | +230.8% | +11.8% | +219.0% | +190.4% |
| 5Y | -8.8% | +85.5% | -94.3% | -32.8% |
| All | +2.0% | +127.3% | -125.2% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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