+62.9%
KO vs RMD
+50.8%
+12.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -1.1% | -4.2% | +3.1% | -0.8% |
| 30D | +1.6% | -2.1% | +3.6% | +1.7% |
| 3M | +5.8% | +13.8% | -8.0% | +4.8% |
| 6M | +14.3% | -10.6% | +24.9% | +14.7% |
| YTD | +27.3% | -8.1% | +35.4% | +27.5% |
| 1Y | +33.2% | -18.0% | +51.1% | +34.2% |
| All | +62.9% | +50.8% | +12.2% | +55.3% |
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 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