+1,162.1%
AMAT vs RMD
+350.6%
+811.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +5.0% |
| 7D | -14.7% | +2.3% | -17.0% | -15.8% |
| 30D | -36.1% | +4.1% | -40.2% | -37.6% |
| 3M | -36.9% | +5.7% | -42.6% | -39.3% |
| 6M | -22.2% | +12.9% | -35.1% | -29.2% |
| YTD | +29.9% | -1.5% | +31.4% | +26.4% |
| 1Y | +43.3% | -4.8% | +48.0% | +41.6% |
| 3Y | +142.7% | +57.5% | +85.2% | +74.2% |
| 5Y | +126.2% | -5.5% | +131.7% | +111.9% |
| All | +1,162.1% | +350.6% | +811.5% | +465.2% |
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