-32.4%
AFRM vs RMD
+16.6%
-49.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | -4.4% | +2.1% | -6.5% | -5.8% |
| 30D | -7.7% | +2.1% | -9.7% | -9.4% |
| 3M | -16.9% | +6.2% | -23.1% | -20.7% |
| 6M | +2.5% | +19.4% | -16.9% | -11.4% |
| YTD | -12.5% | +0.5% | -13.1% | -15.0% |
| 1Y | -11.0% | -3.9% | -7.1% | -10.8% |
| 3Y | +184.6% | +72.5% | +112.0% | +56.8% |
| 5Y | -56.3% | -1.5% | -54.8% | -59.8% |
| All | -32.4% | +16.6% | -49.1% | -48.2% |
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 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