+34.0%
KR vs RMD
+50.8%
-16.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | -2.7% | -4.2% | +1.5% | -2.4% |
| 30D | +1.9% | -2.1% | +4.0% | +2.1% |
| 3M | -11.0% | +13.8% | -24.8% | -11.8% |
| 6M | -20.2% | -10.6% | -9.6% | -20.1% |
| YTD | -7.3% | -8.1% | +0.8% | -7.3% |
| 1Y | -13.1% | -18.0% | +4.8% | -12.8% |
| All | +34.0% | +50.8% | -16.7% | +30.1% |
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 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