+82.7%
CRS vs RMD
-18.7%
+101.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.1% |
| 7D | -6.8% | -4.4% | -2.3% | -6.4% |
| 30D | -16.1% | -3.1% | -13.0% | -15.8% |
| 3M | -21.2% | +13.8% | -34.9% | -22.9% |
| 6M | +8.7% | -8.6% | +17.3% | +14.1% |
| YTD | +41.0% | -8.6% | +49.6% | +47.8% |
| 1Y | +82.7% | -19.7% | +102.3% | +101.1% |
| All | +82.7% | -18.7% | +101.4% | +101.1% |
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