+6,351.7%
AMD vs RMD
+350.6%
+6,001.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.7% | +12.7% | +11.8% |
| 7D | -11.0% | +2.3% | -13.4% | -12.1% |
| 30D | -30.5% | +4.1% | -34.6% | -31.9% |
| 3M | -8.2% | +5.7% | -13.9% | -11.3% |
| 6M | +6.6% | +12.9% | -6.3% | -1.8% |
| YTD | +109.7% | -1.5% | +111.2% | +103.5% |
| 1Y | +88.9% | -4.8% | +93.7% | +85.9% |
| 3Y | +301.8% | +57.5% | +244.3% | +188.8% |
| 5Y | +229.4% | -5.5% | +234.8% | +206.8% |
| All | +6,351.7% | +350.6% | +6,001.1% | +2,670.5% |
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 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