+177.9%
KO vs RMD
+276.6%
-98.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -1.1% | -4.2% | +3.1% | -0.3% |
| 30D | +1.6% | -2.1% | +3.6% | +1.9% |
| 3M | +5.8% | +13.8% | -8.0% | +2.8% |
| 6M | +14.3% | -10.6% | +24.9% | +16.3% |
| YTD | +27.3% | -8.1% | +35.4% | +28.6% |
| 1Y | +33.2% | -18.0% | +51.1% | +37.4% |
| 3Y | +64.5% | +52.9% | +11.6% | +43.7% |
| 5Y | +83.1% | -22.3% | +105.4% | +85.8% |
| All | +177.9% | +276.6% | -98.7% | +113.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling