+13.8%
AMD vs RMD
+14.1%
-0.2%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -0.5% | -16.8% | -17.4% |
| 7D | -28.6% | -5.3% | -23.3% | -29.8% |
| 30D | -37.7% | +8.4% | -46.2% | -34.4% |
| 3M | -16.1% | +7.1% | -23.2% | -11.4% |
| 6M | +13.8% | +15.8% | -2.0% | +38.3% |
| All | +13.8% | +14.1% | -0.2% | +38.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling