+73.7%
RIO vs RMD
-14.6%
+88.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | 0.0% | -5.0% | +5.0% | +0.5% |
| 30D | +4.0% | +2.2% | +1.7% | +3.7% |
| 3M | +0.1% | +17.8% | -17.7% | -1.3% |
| 6M | +12.7% | -11.3% | +24.1% | +18.1% |
| YTD | +35.6% | -4.4% | +40.0% | +39.9% |
| 1Y | +73.7% | -15.7% | +89.4% | +83.1% |
| All | +73.7% | -14.6% | +88.3% | +83.1% |
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