+1,697.2%
ACN vs RMD
+1,963.6%
-266.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.2% |
| 7D | -1.5% | -5.0% | +3.5% | +0.1% |
| 30D | +9.4% | +2.2% | +7.1% | +8.5% |
| 3M | +5.6% | +17.8% | -12.2% | +0.1% |
| 6M | -9.3% | -11.3% | +2.1% | -6.0% |
| YTD | -29.0% | -4.4% | -24.6% | -28.2% |
| 1Y | -24.7% | -15.7% | -8.9% | -20.7% |
| 3Y | -39.8% | +47.7% | -87.6% | -49.4% |
| 5Y | -40.9% | -19.2% | -21.7% | -40.0% |
| 10Y | +91.1% | +280.4% | -189.3% | +12.2% |
| All | +1,697.2% | +1,963.6% | -266.3% | +396.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling