+180.5%
AA vs RMD
+36,837.6%
-36,657.1%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.0% |
| 7D | -0.7% | -5.0% | +4.3% | +0.4% |
| 30D | +5.0% | +2.2% | +2.8% | +4.3% |
| 3M | -35.8% | +17.8% | -53.7% | -38.5% |
| 6M | -18.4% | -11.3% | -7.1% | -16.8% |
| YTD | -5.5% | -4.4% | -1.1% | -5.5% |
| 1Y | +61.0% | -15.7% | +76.7% | +65.7% |
| 3Y | +66.2% | +47.7% | +18.5% | +47.8% |
| 5Y | +11.4% | -19.2% | +30.6% | +12.8% |
| 10Y | +116.9% | +280.4% | -163.5% | +56.6% |
| All | +180.5% | +36,837.6% | -36,657.1% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling