+2,337.4%
KR vs RMD
+35,656.8%
-33,319.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.8% | -2.1% |
| 7D | -1.3% | -4.5% | +3.2% | -0.9% |
| 30D | +1.5% | +4.6% | -3.1% | +1.1% |
| 3M | -8.5% | +14.8% | -23.3% | -9.8% |
| 6M | -21.9% | -12.1% | -9.8% | -21.1% |
| YTD | -6.9% | -7.5% | +0.6% | -6.5% |
| 1Y | -14.0% | -20.1% | +6.1% | -12.5% |
| 3Y | +30.3% | +53.9% | -23.6% | +23.5% |
| 5Y | +37.7% | -22.2% | +59.9% | +38.0% |
| 10Y | +125.2% | +268.2% | -143.1% | +93.5% |
| All | +2,337.4% | +35,656.8% | -33,319.4% | +1,498.4% |
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