-36.8%
AA vs RMD
+16.9%
-53.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.9% | +0.8% | +2.8% |
| 7D | +1.1% | -0.8% | +2.0% | +1.0% |
| 30D | -1.3% | +1.7% | -2.9% | -1.0% |
| 3M | -23.9% | +6.4% | -30.3% | -23.2% |
| 6M | -36.8% | +20.7% | -57.5% | -32.3% |
| All | -36.8% | +16.9% | -53.7% | -32.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling