+19.7%
ABNB vs RMD
+52.4%
-32.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.2% | -0.9% | -3.3% |
| 7D | -4.4% | -4.5% | +0.1% | -3.3% |
| 30D | -2.0% | +4.6% | -6.6% | -3.0% |
| 3M | +29.8% | +14.8% | +15.1% | +24.6% |
| 6M | +31.0% | -12.1% | +43.1% | +34.8% |
| YTD | +28.6% | -7.5% | +36.1% | +30.4% |
| 1Y | +40.1% | -20.1% | +60.1% | +47.2% |
| 3Y | +19.7% | +53.9% | -34.2% | +0.2% |
| All | +19.7% | +52.4% | -32.7% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling