+153.7%
ACN vs RMD
+340.4%
-186.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.9% |
| 7D | +1.6% | +3.1% | -1.5% | +0.5% |
| 30D | +24.6% | +1.8% | +22.9% | +23.5% |
| 3M | +46.2% | +6.7% | +39.5% | +42.6% |
| 6M | +46.2% | +13.9% | +32.3% | +38.9% |
| YTD | -0.9% | -2.0% | +1.1% | -0.9% |
| 1Y | +8.8% | -5.4% | +14.2% | +9.9% |
| 3Y | -14.3% | +67.4% | -81.6% | -32.3% |
| 5Y | -22.6% | -5.7% | -16.9% | -25.5% |
| 10Y | +153.7% | +338.4% | -184.6% | +45.4% |
| All | +153.7% | +340.4% | -186.6% | +45.4% |
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