+86.8%
ACN vs RMD
+276.6%
-189.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.3% |
| 7D | -7.9% | -4.2% | -3.7% | -6.4% |
| 30D | -1.1% | -2.1% | +1.0% | -0.3% |
| 3M | +5.6% | +13.8% | -8.2% | +1.1% |
| 6M | -9.9% | -10.6% | +0.7% | -6.7% |
| YTD | -32.3% | -8.1% | -24.2% | -30.6% |
| 1Y | -25.3% | -18.0% | -7.4% | -20.5% |
| 3Y | -42.3% | +52.9% | -95.1% | -52.9% |
| 5Y | -43.5% | -22.3% | -21.2% | -41.4% |
| All | +86.8% | +276.6% | -189.8% | +15.7% |
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