+1,370.8%
AMAT vs RMD
+340.4%
+1,030.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.8% |
| 7D | -2.5% | +3.1% | -5.6% | -4.0% |
| 30D | -26.5% | +1.8% | -28.3% | -27.5% |
| 3M | -28.6% | +6.7% | -35.3% | -31.5% |
| 6M | -14.2% | +13.9% | -28.1% | -22.4% |
| YTD | +45.5% | -2.0% | +47.5% | +41.9% |
| 1Y | +59.3% | -5.4% | +64.7% | +58.0% |
| 3Y | +153.1% | +67.4% | +85.7% | +75.4% |
| 5Y | +158.2% | -5.7% | +163.9% | +141.9% |
| 10Y | +1,370.8% | +338.4% | +1,032.4% | +549.0% |
| All | +1,370.8% | +340.4% | +1,030.4% | +549.0% |
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