+66.9%
AMAT vs RMD
-3.5%
+70.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.7% |
| 7D | +11.4% | +2.1% | +9.3% | +11.8% |
| 30D | -17.0% | +2.1% | -19.1% | -16.0% |
| 3M | -30.6% | +6.2% | -36.9% | -28.6% |
| 6M | -14.9% | +19.4% | -34.3% | -9.9% |
| YTD | +44.7% | +0.5% | +44.1% | +65.8% |
| 1Y | +66.9% | -3.9% | +70.8% | +94.5% |
| All | +66.9% | -3.5% | +70.4% | +94.5% |
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