-97.7%
AMC vs RMD
+509.2%
-606.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.3% |
| 7D | +2.6% | +2.3% | +0.3% | +2.2% |
| 30D | +9.0% | +4.1% | +4.9% | +8.2% |
| 3M | +22.2% | +5.7% | +16.5% | +20.8% |
| 6M | +91.5% | +12.9% | +78.6% | +86.0% |
| YTD | +101.3% | -1.5% | +102.8% | +100.9% |
| 1Y | +20.8% | -4.8% | +25.5% | +21.3% |
| 3Y | -71.3% | +57.5% | -128.8% | -73.7% |
| 5Y | -99.2% | -5.5% | -93.8% | -99.3% |
| 10Y | -98.7% | +357.8% | -456.5% | -99.2% |
| All | -97.7% | +509.2% | -606.9% | -98.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling