+2,698.9%
AMD vs RMD
+36,837.6%
-34,138.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.8% |
| 7D | +2.6% | -5.0% | +7.6% | +4.1% |
| 30D | -0.9% | +2.2% | -3.2% | -1.8% |
| 3M | -8.7% | +17.8% | -26.6% | -14.0% |
| 6M | +136.3% | -11.3% | +147.7% | +141.3% |
| YTD | +123.0% | -4.4% | +127.4% | +121.4% |
| 1Y | +195.2% | -15.7% | +210.9% | +203.3% |
| 3Y | +336.3% | +47.7% | +288.6% | +272.5% |
| 5Y | +334.5% | -19.2% | +353.7% | +340.5% |
| 10Y | +6,259.1% | +280.4% | +5,978.7% | +4,120.8% |
| All | +2,698.9% | +36,837.6% | -34,138.7% | +821.2% |
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