+408.7%
AEM vs RMD
+347.3%
+61.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.2% | 0.0% |
| 7D | -6.8% | +2.1% | -8.9% | -7.2% |
| 30D | +0.8% | +2.1% | -1.3% | +0.4% |
| 3M | -0.8% | +6.2% | -7.1% | -1.9% |
| 6M | -8.5% | +19.4% | -27.9% | -11.7% |
| YTD | +5.9% | +0.5% | +5.4% | +5.4% |
| 1Y | +6.6% | -3.9% | +10.5% | +6.9% |
| 3Y | +302.2% | +72.5% | +229.7% | +258.8% |
| 5Y | +250.8% | -1.5% | +252.3% | +239.9% |
| All | +408.7% | +347.3% | +61.4% | +333.7% |
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