+8.1%
AON vs RMD
-22.6%
+30.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -3.4% |
| 7D | -7.9% | -4.7% | -3.2% | -7.2% |
| 30D | -14.6% | +0.2% | -14.9% | -14.7% |
| 3M | -7.9% | +12.0% | -19.9% | -9.7% |
| 6M | -8.0% | -12.5% | +4.5% | -6.5% |
| YTD | -13.2% | -7.9% | -5.3% | -12.8% |
| 1Y | -16.4% | -20.4% | +4.0% | -14.1% |
| 3Y | -6.7% | +53.1% | -59.8% | -18.5% |
| All | +8.1% | -22.6% | +30.6% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling