-11.1%
LHX vs RMD
-18.7%
+7.7%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.0% |
| 7D | -4.3% | -4.4% | +0.2% | -3.4% |
| 30D | -15.1% | -3.1% | -12.0% | -14.6% |
| 3M | -21.0% | +13.8% | -34.7% | -23.1% |
| 6M | -32.0% | -8.6% | -23.4% | -30.3% |
| YTD | -15.3% | -8.6% | -6.7% | -13.6% |
| 1Y | -11.1% | -19.7% | +8.6% | -4.8% |
| All | -11.1% | -18.7% | +7.7% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling