+42.7%
MKSI vs RMD
-1.9%
+44.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +5.9% | -10.9% | -3.7% |
| 7D | -10.7% | -3.9% | -6.8% | -10.9% |
| 30D | -30.5% | +7.9% | -38.4% | -28.7% |
| 3M | -39.2% | +8.1% | -47.3% | -37.3% |
| 6M | -33.0% | +15.5% | -48.5% | -28.9% |
| YTD | +22.3% | +0.7% | +21.7% | +38.1% |
| 1Y | +42.7% | -1.4% | +44.0% | +61.8% |
| All | +42.7% | -1.9% | +44.6% | +61.8% |
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