-65.5%
AAL vs RMD
+340.4%
-405.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +10.1% | +3.1% | +7.0% | +9.0% |
| 30D | +10.6% | +1.8% | +8.8% | +9.8% |
| 3M | -5.9% | +6.7% | -12.6% | -8.2% |
| 6M | +5.7% | +13.9% | -8.2% | +0.5% |
| YTD | -8.0% | -2.0% | -5.9% | -8.0% |
| 1Y | +6.0% | -5.4% | +11.4% | +7.2% |
| 3Y | +19.6% | +67.4% | -47.8% | -3.2% |
| 5Y | -34.6% | -5.7% | -28.9% | -37.0% |
| 10Y | -65.5% | +338.4% | -403.8% | -80.4% |
| All | -65.5% | +340.4% | -405.8% | -80.4% |
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 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