-41.3%
ALNY vs RMD
-14.6%
-26.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | +12.2% | -5.0% | +17.2% | +14.6% |
| 30D | +16.3% | +2.2% | +14.1% | +15.0% |
| 3M | -12.4% | +17.8% | -30.2% | -17.6% |
| 6M | -18.7% | -11.3% | -7.4% | -20.2% |
| YTD | -33.1% | -4.4% | -28.7% | -35.7% |
| 1Y | -41.3% | -15.7% | -25.6% | -41.3% |
| All | -41.3% | -14.6% | -26.7% | -41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling