+23.0%
KEY vs RMD
-4.7%
+27.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -0.4% | +1.2% | -1.6% | -0.7% |
| 30D | +7.2% | +2.5% | +4.7% | +6.6% |
| 3M | -4.9% | +11.5% | -16.5% | -7.5% |
| 6M | +1.1% | +14.7% | -13.6% | -2.7% |
| YTD | +6.8% | -1.3% | +8.1% | +8.5% |
| All | +23.0% | -4.7% | +27.7% | +25.6% |
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