+229.9%
AFRM vs RMD
+51.0%
+178.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.5% |
| 7D | -7.0% | -5.0% | -2.0% | -4.7% |
| 30D | -7.8% | +2.2% | -10.0% | -8.6% |
| 3M | +5.3% | +17.8% | -12.5% | -2.5% |
| 6M | +42.6% | -11.3% | +54.0% | +50.5% |
| YTD | -2.8% | -4.4% | +1.6% | -1.4% |
| 1Y | -19.3% | -15.7% | -3.6% | -13.2% |
| All | +229.9% | +51.0% | +178.9% | +149.3% |
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