+400.4%
ALAB vs RMD
+22.0%
+378.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.4% | +10.1% | +9.9% |
| 7D | +7.2% | -5.0% | +12.2% | +9.2% |
| 30D | -2.5% | +2.2% | -4.7% | -3.5% |
| 3M | -13.3% | +17.8% | -31.2% | -20.2% |
| 6M | +172.8% | -11.3% | +184.2% | +190.8% |
| YTD | +86.6% | -4.4% | +91.0% | +91.1% |
| 1Y | +65.2% | -15.7% | +80.9% | +80.8% |
| All | +400.4% | +22.0% | +378.4% | +296.1% |
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 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