-72.7%
GRAB vs RMD
+10.5%
-83.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.2% | -1.8% | -4.1% |
| 7D | -6.1% | -4.5% | -1.6% | -4.8% |
| 30D | -11.2% | +4.6% | -15.8% | -12.3% |
| 3M | -2.4% | +14.8% | -17.2% | -6.3% |
| 6M | -18.3% | -12.1% | -6.3% | -15.6% |
| YTD | -34.9% | -7.5% | -27.4% | -33.9% |
| 1Y | -37.4% | -20.1% | -17.3% | -33.8% |
| 3Y | -12.6% | +53.9% | -66.5% | -28.0% |
| 5Y | -69.7% | -22.2% | -47.5% | -70.6% |
| All | -72.7% | +10.5% | -83.2% | -74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling