+34.0%
CLSK vs RMD
-18.7%
+52.7%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.6% | +7.4% | +6.8% |
| 7D | +7.7% | -4.4% | +12.1% | +7.6% |
| 30D | +12.2% | -3.1% | +15.4% | +12.1% |
| 3M | -15.5% | +13.8% | -29.2% | -17.7% |
| 6M | +39.3% | -8.6% | +47.9% | +50.0% |
| YTD | +35.1% | -8.6% | +43.7% | +42.7% |
| 1Y | +34.0% | -19.7% | +53.7% | +67.2% |
| All | +34.0% | -18.7% | +52.7% | +67.2% |
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