+128.1%
AA vs RMD
+277.2%
-149.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.8% |
| 7D | -0.6% | -4.7% | +4.1% | +1.1% |
| 30D | -1.6% | +0.2% | -1.8% | -1.8% |
| 3M | -29.8% | +12.0% | -41.8% | -33.3% |
| 6M | -16.6% | -12.5% | -4.1% | -13.5% |
| YTD | -4.0% | -7.9% | +3.9% | -2.8% |
| 1Y | +63.5% | -20.4% | +83.9% | +75.5% |
| 3Y | +86.8% | +53.1% | +33.6% | +46.9% |
| 5Y | +12.4% | -22.1% | +34.5% | +14.8% |
| All | +128.1% | +277.2% | -149.1% | +38.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling