-71.3%
AMC vs RMD
+57.4%
-128.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.4% |
| 7D | +2.6% | +2.3% | +0.3% | +2.0% |
| 30D | +9.0% | +4.1% | +4.9% | +7.6% |
| 3M | +22.2% | +5.7% | +16.5% | +19.9% |
| 6M | +91.5% | +12.9% | +78.6% | +82.6% |
| YTD | +101.3% | -1.5% | +102.8% | +102.0% |
| 1Y | +20.8% | -4.8% | +25.5% | +22.6% |
| 3Y | -71.3% | +57.5% | -128.8% | -80.4% |
| All | -71.3% | +57.4% | -128.8% | -80.4% |
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