+75.7%
AA vs RMD
+64.1%
+11.6%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.2% | +5.6% | +5.7% |
| 7D | +4.8% | +1.2% | +3.6% | +4.6% |
| 30D | -0.6% | +2.5% | -3.1% | -1.3% |
| 3M | -16.3% | +11.5% | -27.8% | -18.3% |
| 6M | -33.4% | +14.7% | -48.1% | -35.7% |
| YTD | -20.7% | -1.3% | -19.4% | -20.6% |
| 1Y | +12.9% | -5.3% | +18.2% | +14.3% |
| 3Y | +75.7% | +68.8% | +7.0% | +30.4% |
| All | +75.7% | +64.1% | +11.6% | +30.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling