+322.1%
CORZ vs RMD
+40.5%
+281.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.7% | +1.0% |
| 7D | +23.5% | +2.1% | +21.4% | +23.3% |
| 30D | +7.5% | +2.1% | +5.4% | +7.5% |
| 3M | -26.6% | +6.2% | -32.8% | -26.8% |
| 6M | -39.5% | +19.4% | -58.9% | -40.9% |
| YTD | -0.3% | +0.5% | -0.8% | +1.0% |
| 1Y | -4.2% | -3.9% | -0.3% | -2.1% |
| All | +322.1% | +40.5% | +281.6% | +325.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling