+91.8%
AUR vs RMD
+50.8%
+41.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.5% |
| 7D | +0.2% | -4.2% | +4.4% | +2.1% |
| 30D | -8.9% | -2.1% | -6.9% | -8.2% |
| 3M | +4.6% | +13.8% | -9.1% | -3.2% |
| 6M | +44.9% | -10.6% | +55.5% | +52.7% |
| YTD | +64.8% | -8.1% | +72.9% | +70.4% |
| 1Y | +16.4% | -18.0% | +34.3% | +28.4% |
| All | +91.8% | +50.8% | +41.0% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling