-97.5%
AMC vs RMD
+506.2%
-603.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +1.9% |
| 7D | +5.5% | +3.1% | +2.4% | +4.9% |
| 30D | +16.1% | +1.8% | +14.3% | +15.7% |
| 3M | +43.0% | +6.7% | +36.3% | +41.2% |
| 6M | +130.7% | +13.9% | +116.8% | +123.6% |
| YTD | +121.8% | -2.0% | +123.8% | +121.6% |
| 1Y | +40.7% | -5.4% | +46.1% | +41.4% |
| 3Y | -56.8% | +67.4% | -124.2% | -60.8% |
| 5Y | -99.1% | -5.7% | -93.4% | -99.1% |
| 10Y | -98.7% | +338.4% | -437.0% | -99.1% |
| All | -97.5% | +506.2% | -603.6% | -98.4% |
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