+20.3%
ARM vs RMD
-4.7%
+25.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.2% | +6.5% | +6.7% |
| 7D | -5.3% | +1.2% | -6.5% | -5.0% |
| 30D | -30.0% | +2.5% | -32.5% | -29.0% |
| 3M | -34.1% | +11.5% | -45.6% | -32.1% |
| 6M | -12.6% | +14.7% | -27.3% | -6.7% |
| YTD | +70.4% | -1.3% | +71.8% | +89.5% |
| All | +20.3% | -4.7% | +25.0% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling