+124.5%
AMT vs RMD
+360.8%
-236.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.1% |
| 7D | +0.4% | +1.2% | -0.8% | +0.1% |
| 30D | +3.7% | +2.5% | +1.2% | +2.8% |
| 3M | +10.7% | +11.5% | -0.8% | +7.1% |
| 6M | +9.3% | +14.7% | -5.4% | +4.4% |
| YTD | +10.9% | -1.3% | +12.3% | +10.0% |
| 1Y | +10.5% | -5.3% | +15.8% | +10.8% |
| 3Y | +15.5% | +68.8% | -53.2% | -6.2% |
| 5Y | -20.6% | -5.9% | -14.7% | -23.8% |
| 10Y | +124.5% | +348.7% | -224.1% | +61.0% |
| All | +124.5% | +360.8% | -236.2% | +61.0% |
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