-9.0%
AUR vs RMD
-1.9%
-7.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +5.9% | -10.4% | -4.7% |
| 7D | -19.8% | -3.9% | -16.0% | -19.5% |
| 30D | -29.0% | +7.9% | -37.0% | -29.4% |
| 3M | -43.6% | +8.1% | -51.7% | -43.8% |
| 6M | -36.6% | +15.5% | -52.2% | -36.1% |
| YTD | +6.3% | +0.7% | +5.6% | +14.8% |
| 1Y | -9.0% | -1.4% | -7.7% | -2.8% |
| All | -9.0% | -1.9% | -7.2% | -2.8% |
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