-56.2%
AMC vs RMD
+65.1%
-121.3%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | +5.5% | +3.1% | +2.4% | +4.7% |
| 30D | +16.1% | +1.8% | +14.3% | +15.4% |
| 3M | +43.0% | +6.7% | +36.3% | +40.3% |
| 6M | +130.7% | +13.9% | +116.8% | +120.0% |
| YTD | +121.8% | -2.0% | +123.8% | +123.1% |
| 1Y | +40.7% | -5.4% | +46.1% | +43.0% |
| All | -56.2% | +65.1% | -121.3% | -66.2% |
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 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