-20.9%
AFRM vs RMD
-19.3%
-1.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.3% | -2.4% |
| 7D | -7.0% | -5.0% | -2.0% | -3.3% |
| 30D | -7.8% | +2.2% | -10.0% | -9.3% |
| 3M | +5.3% | +17.8% | -12.5% | -7.7% |
| 6M | +42.6% | -11.3% | +54.0% | +54.7% |
| YTD | -2.8% | -4.4% | +1.6% | -1.5% |
| 1Y | -19.3% | -15.7% | -3.6% | -10.1% |
| 3Y | +231.0% | +47.7% | +183.2% | +98.3% |
| All | -20.9% | -19.3% | -1.6% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling