+257.6%
ALAB vs RMD
+28.3%
+229.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -2.9% | -2.7% |
| 7D | +16.3% | +2.1% | +14.2% | +15.6% |
| 30D | -26.1% | +2.1% | -28.2% | -26.6% |
| 3M | -31.3% | +6.2% | -37.5% | -32.8% |
| 6M | -1.0% | +19.4% | -20.4% | -8.9% |
| YTD | +33.3% | +0.5% | +32.8% | +34.1% |
| 1Y | +53.5% | -3.9% | +57.5% | +57.6% |
| All | +257.6% | +28.3% | +229.3% | +177.9% |
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