+1,080.2%
KEYS vs RMD
+452.6%
+627.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -3.2% | +5.1% | +3.0% |
| 7D | +4.4% | -4.5% | +8.9% | +6.1% |
| 30D | -2.2% | +4.6% | -6.8% | -4.1% |
| 3M | +0.5% | +14.8% | -14.2% | -5.6% |
| 6M | +22.4% | -12.1% | +34.5% | +26.5% |
| YTD | +64.1% | -7.5% | +71.6% | +65.5% |
| 1Y | +97.0% | -20.1% | +117.0% | +109.8% |
| 3Y | +152.0% | +53.9% | +98.1% | +100.4% |
| 5Y | +83.7% | -22.2% | +106.0% | +88.5% |
| 10Y | +997.9% | +268.2% | +729.6% | +534.8% |
| All | +1,080.2% | +452.6% | +627.7% | +506.3% |
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