+16.0%
AA vs RMD
-1.9%
+17.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.9% | -3.2% | +3.0% |
| 7D | +0.9% | -3.9% | +4.8% | +0.6% |
| 30D | -6.4% | +7.9% | -14.4% | -6.0% |
| 3M | -13.0% | +8.1% | -21.0% | -12.6% |
| 6M | -34.6% | +15.5% | -50.1% | -32.5% |
| YTD | -23.0% | +0.7% | -23.7% | -19.7% |
| 1Y | +16.0% | -1.4% | +17.3% | +21.1% |
| All | +16.0% | -1.9% | +17.9% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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