-98.7%
AMC vs RMD
+360.8%
-459.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.2% | +8.1% | +8.2% |
| 7D | +6.6% | +1.2% | +5.4% | +6.4% |
| 30D | +14.1% | +2.5% | +11.6% | +13.5% |
| 3M | +31.3% | +11.5% | +19.7% | +28.7% |
| 6M | +126.7% | +14.7% | +112.0% | +119.8% |
| YTD | +117.9% | -1.3% | +119.3% | +117.6% |
| 1Y | +41.1% | -5.3% | +46.3% | +41.9% |
| 3Y | -61.0% | +68.8% | -129.7% | -64.3% |
| 5Y | -99.1% | -5.9% | -93.3% | -99.2% |
| 10Y | -98.7% | +348.7% | -447.4% | -99.2% |
| All | -98.7% | +360.8% | -459.4% | -99.2% |
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