-0.8%
COR vs RMD
-3.5%
+2.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.9% |
| 7D | +7.8% | +2.1% | +5.8% | +7.4% |
| 30D | +7.0% | +2.1% | +4.9% | +6.3% |
| 3M | +16.3% | +6.2% | +10.0% | +14.4% |
| 6M | +41.3% | +19.4% | +21.9% | +34.6% |
| YTD | +7.1% | +0.5% | +6.6% | +6.3% |
| 1Y | -0.8% | -3.9% | +3.1% | +0.1% |
| All | -0.8% | -3.5% | +2.7% | +0.1% |
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