+113.9%
KEY vs RMD
+57.4%
+56.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.2% |
| 7D | -1.3% | +2.3% | -3.6% | -1.8% |
| 30D | +5.1% | +4.1% | +1.0% | +4.2% |
| 3M | -7.1% | +5.7% | -12.8% | -8.4% |
| 6M | -4.4% | +12.9% | -17.3% | -7.3% |
| YTD | +4.0% | -1.5% | +5.5% | +3.8% |
| 1Y | +23.4% | -4.8% | +28.2% | +23.9% |
| 3Y | +113.9% | +57.5% | +56.4% | +70.5% |
| All | +113.9% | +57.4% | +56.5% | +70.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling