+7,765.4%
AMD vs RMD
+347.3%
+7,418.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.3% | -9.0% | -8.9% |
| 7D | +18.9% | +2.1% | +16.9% | +17.9% |
| 30D | -6.4% | +2.1% | -8.5% | -7.4% |
| 3M | +10.6% | +6.2% | +4.3% | +6.9% |
| 6M | +19.9% | +19.4% | +0.5% | +7.7% |
| YTD | +149.4% | +0.5% | +148.8% | +139.9% |
| 1Y | +115.4% | -3.9% | +119.3% | +111.5% |
| 3Y | +357.3% | +72.5% | +284.7% | +213.0% |
| 5Y | +261.1% | -1.5% | +262.6% | +229.7% |
| All | +7,765.4% | +347.3% | +7,418.0% | +2,995.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling