-80.6%
AMC vs RMD
+51.0%
-131.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | +2.3% | -5.0% | +7.3% | +3.7% |
| 30D | -0.7% | +2.2% | -3.0% | -1.4% |
| 3M | +35.2% | +17.8% | +17.4% | +28.1% |
| 6M | +124.6% | -11.3% | +135.9% | +133.2% |
| YTD | +69.9% | -4.4% | +74.3% | +72.1% |
| 1Y | -2.6% | -15.7% | +13.1% | +2.3% |
| All | -80.6% | +51.0% | -131.6% | -82.8% |
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