+790.5%
BKNG vs RMD
+7,136.4%
-6,345.9%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.7% |
| 7D | -13.1% | -4.7% | -8.4% | -11.7% |
| 30D | -18.5% | +0.2% | -18.8% | -18.6% |
| 3M | +5.8% | +12.0% | -6.2% | +1.9% |
| 6M | -2.1% | -12.5% | +10.4% | +1.8% |
| YTD | -18.6% | -7.9% | -10.7% | -17.0% |
| 1Y | -21.7% | -20.4% | -1.3% | -16.5% |
| 3Y | +40.9% | +53.1% | -12.2% | +17.5% |
| 5Y | +91.0% | -22.1% | +113.1% | +94.0% |
| 10Y | +213.2% | +275.4% | -62.2% | +82.1% |
| All | +790.5% | +7,136.4% | -6,345.9% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling