-11.0%
BA vs RMD
-5.4%
-5.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.7% |
| 7D | 0.0% | +3.1% | -3.1% | -0.7% |
| 30D | -8.9% | +1.8% | -10.7% | -9.5% |
| 3M | -25.5% | +6.7% | -32.2% | -26.9% |
| 6M | -27.0% | +13.9% | -40.8% | -29.7% |
| YTD | -20.1% | -2.0% | -18.1% | -20.2% |
| 1Y | -11.0% | -5.4% | -5.6% | -10.2% |
| All | -11.0% | -5.4% | -5.6% | -10.2% |
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