+132.8%
AMAT vs RMD
+60.1%
+72.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.5% | -13.1% | -13.5% |
| 7D | -24.3% | -5.3% | -18.9% | -23.5% |
| 30D | -39.8% | +8.4% | -48.2% | -40.6% |
| 3M | -40.2% | +7.1% | -47.3% | -41.1% |
| 6M | -22.1% | +15.8% | -37.9% | -25.2% |
| YTD | +24.7% | +0.2% | +24.5% | +25.7% |
| 1Y | +33.3% | -1.4% | +34.6% | +34.9% |
| All | +132.8% | +60.1% | +72.7% | +113.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling