+197.7%
AON vs RMD
+274.3%
-76.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.5% |
| 7D | -6.3% | -4.4% | -1.9% | -5.4% |
| 30D | -14.1% | -3.1% | -11.0% | -13.6% |
| 3M | -9.5% | +13.8% | -23.3% | -12.1% |
| 6M | -4.0% | -8.6% | +4.6% | -2.7% |
| YTD | -13.8% | -8.6% | -5.2% | -12.8% |
| 1Y | -18.3% | -19.7% | +1.4% | -15.2% |
| 3Y | -7.2% | +48.4% | -55.6% | -19.3% |
| 5Y | +7.3% | -22.7% | +30.1% | +9.3% |
| All | +197.7% | +274.3% | -76.7% | +115.3% |
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 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