-65.1%
AAL vs RMD
+269.7%
-334.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | -1.3% | -4.7% | +3.4% | +0.3% |
| 30D | -13.7% | +0.2% | -14.0% | -13.8% |
| 3M | -8.2% | +12.0% | -20.2% | -11.9% |
| 6M | +13.1% | -12.5% | +25.6% | +17.8% |
| YTD | -15.6% | -7.9% | -7.7% | -13.7% |
| 1Y | +1.4% | -20.4% | +21.8% | +8.7% |
| 3Y | -7.4% | +53.1% | -60.6% | -22.9% |
| 5Y | -35.9% | -22.1% | -13.8% | -34.5% |
| 10Y | -65.1% | +275.4% | -340.5% | -79.4% |
| All | -65.1% | +269.7% | -334.8% | -79.4% |
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