+1,166.6%
KO vs RMD
+35,478.8%
-34,312.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -0.8% | -4.7% | +3.9% | -0.4% |
| 30D | +0.8% | +0.2% | +0.5% | +0.7% |
| 3M | +8.3% | +12.0% | -3.7% | +7.2% |
| 6M | +14.0% | -12.5% | +26.6% | +15.1% |
| YTD | +26.9% | -7.9% | +34.8% | +27.5% |
| 1Y | +32.7% | -20.4% | +53.1% | +34.9% |
| 3Y | +63.9% | +53.1% | +10.8% | +56.0% |
| 5Y | +81.7% | -22.1% | +103.8% | +82.1% |
| 10Y | +183.0% | +275.4% | -92.4% | +151.5% |
| All | +1,166.6% | +35,478.8% | -34,312.3% | +931.1% |
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