+133.4%
KR vs RMD
+274.3%
-140.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -0.2% | -4.4% | +4.2% | +0.4% |
| 30D | +5.1% | -3.1% | +8.2% | +5.4% |
| 3M | -8.2% | +13.8% | -21.9% | -9.6% |
| 6M | -18.0% | -8.6% | -9.4% | -17.4% |
| YTD | -4.8% | -8.6% | +3.9% | -4.2% |
| 1Y | -11.0% | -19.7% | +8.6% | -9.2% |
| 3Y | +37.7% | +48.4% | -10.7% | +28.2% |
| 5Y | +52.8% | -22.7% | +75.5% | +53.6% |
| All | +133.4% | +274.3% | -140.9% | +100.9% |
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