+8,516.9%
AMAT vs RMD
+38,610.5%
-30,093.6%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -0.5% | -13.1% | -13.4% |
| 7D | -24.3% | -5.3% | -18.9% | -23.2% |
| 30D | -39.8% | +8.4% | -48.2% | -41.2% |
| 3M | -40.2% | +7.1% | -47.3% | -41.7% |
| 6M | -22.1% | +15.8% | -37.9% | -26.6% |
| YTD | +24.7% | +0.2% | +24.5% | +22.2% |
| 1Y | +33.3% | -1.4% | +34.6% | +31.0% |
| 3Y | +133.9% | +61.3% | +72.6% | +98.0% |
| 5Y | +117.1% | -3.9% | +120.9% | +109.9% |
| 10Y | +1,158.7% | +365.6% | +793.1% | +738.2% |
| All | +8,516.9% | +38,610.5% | -30,093.6% | +2,789.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling