+514.9%
MKSI vs RMD
+274.3%
+240.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.4% |
| 7D | +2.7% | -4.4% | +7.1% | +4.9% |
| 30D | -12.8% | -3.1% | -9.7% | -11.8% |
| 3M | -22.5% | +13.8% | -36.3% | -29.5% |
| 6M | +19.4% | -8.6% | +28.0% | +21.8% |
| YTD | +67.7% | -8.6% | +76.4% | +70.4% |
| 1Y | +131.4% | -19.7% | +151.1% | +151.9% |
| 3Y | +197.3% | +48.4% | +149.0% | +124.2% |
| 5Y | +87.0% | -22.7% | +109.7% | +97.0% |
| All | +514.9% | +274.3% | +240.6% | +183.7% |
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