+330.1%
KEY vs RMD
+36,837.6%
-36,507.5%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | +2.2% | -5.0% | +7.2% | +3.4% |
| 30D | -3.0% | +2.2% | -5.2% | -3.7% |
| 3M | +3.3% | +17.8% | -14.5% | -0.8% |
| 6M | +9.2% | -11.3% | +20.5% | +11.6% |
| YTD | +10.6% | -4.4% | +15.1% | +11.1% |
| 1Y | +20.4% | -15.7% | +36.1% | +24.2% |
| 3Y | +121.8% | +47.7% | +74.1% | +97.6% |
| 5Y | +41.1% | -19.2% | +60.3% | +41.9% |
| 10Y | +168.5% | +280.4% | -111.9% | +88.8% |
| All | +330.1% | +36,837.6% | -36,507.5% | +103.0% |
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 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