+29.6%
KEY vs RMD
-1.9%
+31.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.9% | -4.4% | +0.2% |
| 7D | +1.7% | -3.9% | +5.5% | +2.4% |
| 30D | +6.8% | +7.9% | -1.1% | +4.9% |
| 3M | -5.8% | +8.1% | -13.9% | -7.6% |
| 6M | +1.4% | +15.5% | -14.1% | -2.3% |
| YTD | +7.5% | +0.7% | +6.8% | +8.8% |
| 1Y | +29.6% | -1.4% | +31.0% | +31.0% |
| All | +29.6% | -1.9% | +31.5% | +31.0% |
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