-98.1%
AMC vs RMD
+491.3%
-589.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.4% |
| 7D | +2.3% | -5.0% | +7.3% | +3.3% |
| 30D | -0.7% | +2.2% | -3.0% | -1.2% |
| 3M | +35.2% | +17.8% | +17.4% | +30.5% |
| 6M | +124.6% | -11.3% | +135.9% | +128.8% |
| YTD | +69.9% | -4.4% | +74.3% | +70.6% |
| 1Y | -2.6% | -15.7% | +13.1% | +0.1% |
| 3Y | -79.8% | +47.7% | -127.5% | -81.3% |
| 5Y | -99.4% | -19.2% | -80.2% | -99.4% |
| 10Y | -98.9% | +280.4% | -379.3% | -99.2% |
| All | -98.1% | +491.3% | -589.3% | -98.8% |
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 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