+165.0%
AMAT vs RMD
+64.1%
+100.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.2% | +11.2% | +11.3% |
| 7D | -1.1% | +1.2% | -2.3% | -1.3% |
| 30D | -26.9% | +2.5% | -29.4% | -27.2% |
| 3M | -31.2% | +11.5% | -42.7% | -32.8% |
| 6M | -14.7% | +14.7% | -29.4% | -18.1% |
| YTD | +44.7% | -1.3% | +46.0% | +46.3% |
| 1Y | +62.0% | -5.3% | +67.2% | +65.9% |
| 3Y | +165.0% | +68.8% | +96.2% | +138.7% |
| All | +165.0% | +64.1% | +100.9% | +138.7% |
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