+199.0%
AMD vs RMD
-5.3%
+204.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.7% | +12.7% | +11.6% |
| 7D | -11.0% | +2.3% | -13.4% | -11.9% |
| 30D | -30.5% | +4.1% | -34.6% | -31.5% |
| 3M | -8.2% | +5.7% | -13.9% | -10.5% |
| 6M | +6.6% | +12.9% | -6.3% | +0.2% |
| YTD | +109.7% | -1.5% | +111.2% | +106.2% |
| 1Y | +88.9% | -4.8% | +93.7% | +88.2% |
| 3Y | +301.8% | +57.5% | +244.3% | +194.4% |
| All | +199.0% | -5.3% | +204.3% | +182.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling