-99.4%
AMC vs RMD
-19.3%
-80.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.5% |
| 7D | +2.3% | -5.0% | +7.3% | +4.5% |
| 30D | -0.7% | +2.2% | -3.0% | -1.8% |
| 3M | +35.2% | +17.8% | +17.4% | +24.5% |
| 6M | +124.6% | -11.3% | +135.9% | +135.0% |
| YTD | +69.9% | -4.4% | +74.3% | +71.4% |
| 1Y | -2.6% | -15.7% | +13.1% | +3.9% |
| 3Y | -79.8% | +47.7% | -127.5% | -84.5% |
| All | -99.4% | -19.3% | -80.1% | -99.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling