+95.0%
AMT vs RMD
+265.7%
-170.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.1% | +0.8% |
| 7D | -0.2% | -4.5% | +4.3% | +1.1% |
| 30D | +1.8% | +4.6% | -2.7% | +0.5% |
| 3M | -6.2% | +14.8% | -21.0% | -10.1% |
| 6M | -5.0% | -12.1% | +7.1% | -2.2% |
| YTD | +2.1% | -7.5% | +9.5% | +3.2% |
| 1Y | -5.7% | -20.1% | +14.3% | -0.8% |
| 3Y | +7.9% | +53.9% | -46.0% | -10.3% |
| 5Y | -32.3% | -22.2% | -10.1% | -31.0% |
| 10Y | +95.0% | +268.2% | -173.2% | +48.2% |
| All | +95.0% | +265.7% | -170.7% | +48.2% |
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 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