-68.6%
AAL vs RMD
+347.3%
-415.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.3% | -1.1% |
| 7D | -0.1% | +2.1% | -2.2% | -0.8% |
| 30D | +11.7% | +2.1% | +9.6% | +10.8% |
| 3M | -12.5% | +6.2% | -18.8% | -14.5% |
| 6M | +3.6% | +19.4% | -15.8% | -3.1% |
| YTD | -14.1% | +0.5% | -14.6% | -14.9% |
| 1Y | +0.8% | -3.9% | +4.7% | +1.3% |
| 3Y | +11.8% | +72.5% | -60.7% | -10.4% |
| 5Y | -35.1% | -1.5% | -33.6% | -38.4% |
| All | -68.6% | +347.3% | -415.9% | -82.6% |
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