+365.7%
ALAB vs RMD
+18.1%
+347.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -3.2% | -3.7% | -5.8% |
| 7D | +3.2% | -4.5% | +7.7% | +4.9% |
| 30D | -13.6% | +4.6% | -18.2% | -15.1% |
| 3M | -16.6% | +14.8% | -31.4% | -22.4% |
| 6M | +142.3% | -12.1% | +154.4% | +158.1% |
| YTD | +73.6% | -7.5% | +81.1% | +80.0% |
| 1Y | +33.7% | -20.1% | +53.7% | +49.8% |
| All | +365.7% | +18.1% | +347.6% | +273.1% |
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 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