-79.5%
RAM vs AU
+13.7%
-93.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -32.5% | +0.7% | -33.2% | -33.0% |
| 7D | -49.5% | +4.1% | -53.6% | -51.3% |
| 30D | -63.2% | -5.3% | -57.9% | -61.3% |
| 3M | -58.5% | +0.6% | -59.1% | -60.0% |
| All | -79.5% | +13.7% | -93.2% | -83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 5y: compounded portfolio wealth divided by compounded AU 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…
5y analysis · Full analysis span regression · Available span rolling