+493.6%
COR vs RMD
+349.2%
+144.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | -0.1% |
| 7D | -1.2% | -0.8% | -0.3% | -1.0% |
| 30D | +7.6% | +1.7% | +6.0% | +7.0% |
| 3M | +5.0% | +6.4% | -1.4% | +3.2% |
| 6M | +35.3% | +20.7% | +14.6% | +28.5% |
| YTD | +4.2% | -0.2% | +4.4% | +3.3% |
| 1Y | -3.4% | -4.5% | +1.1% | -3.3% |
| 3Y | +81.1% | +70.5% | +10.6% | +50.7% |
| 5Y | +195.8% | -1.6% | +197.4% | +182.3% |
| 10Y | +493.6% | +342.7% | +150.9% | +301.7% |
| All | +493.6% | +349.2% | +144.4% | +301.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling