+15.4%
AUR vs RMD
-18.7%
+34.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.7% |
| 7D | +1.4% | -4.4% | +5.8% | +2.0% |
| 30D | -6.4% | -3.1% | -3.3% | -6.0% |
| 3M | +7.7% | +13.8% | -6.1% | +4.8% |
| 6M | +44.5% | -8.6% | +53.1% | +56.9% |
| YTD | +67.4% | -8.6% | +76.1% | +80.2% |
| 1Y | +15.4% | -19.7% | +35.1% | +41.3% |
| All | +15.4% | -18.7% | +34.1% | +41.3% |
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 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