+184.6%
AFRM vs RMD
+69.3%
+115.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | -4.4% | +2.1% | -6.5% | -5.3% |
| 30D | -7.7% | +2.1% | -9.7% | -8.7% |
| 3M | -16.9% | +6.2% | -23.1% | -19.3% |
| 6M | +2.5% | +19.4% | -16.9% | -6.2% |
| YTD | -12.5% | +0.5% | -13.1% | -13.6% |
| 1Y | -11.0% | -3.9% | -7.1% | -10.3% |
| 3Y | +184.6% | +72.5% | +112.0% | +83.1% |
| All | +184.6% | +69.3% | +115.2% | +83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling