+142.4%
AMT vs RMD
+347.3%
-204.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +0.9% |
| 7D | +1.5% | +2.1% | -0.6% | +0.9% |
| 30D | +6.8% | +2.1% | +4.7% | +6.0% |
| 3M | +11.2% | +6.2% | +5.0% | +9.0% |
| 6M | +12.5% | +19.4% | -6.9% | +6.3% |
| YTD | +12.5% | +0.5% | +12.0% | +11.0% |
| 1Y | +10.1% | -3.9% | +14.1% | +9.9% |
| 3Y | +16.0% | +72.5% | -56.5% | -6.4% |
| 5Y | -17.2% | -1.5% | -15.6% | -21.6% |
| All | +142.4% | +347.3% | -204.9% | +74.8% |
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