-29.3%
AFRM vs RMD
+14.2%
-43.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.1% |
| 7D | -7.3% | +2.3% | -9.6% | -8.7% |
| 30D | -9.6% | +4.1% | -13.7% | -12.5% |
| 3M | -11.1% | +5.7% | -16.8% | -15.0% |
| 6M | +3.9% | +12.9% | -9.0% | -6.7% |
| YTD | -8.5% | -1.5% | -7.0% | -9.8% |
| 1Y | +3.3% | -4.8% | +8.0% | +4.1% |
| 3Y | +213.7% | +57.5% | +156.2% | +86.8% |
| 5Y | -58.5% | -5.5% | -53.0% | -61.0% |
| All | -29.3% | +14.2% | -43.6% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling