+68.1%
RIO vs RMD
-20.3%
+88.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.2% |
| 7D | -3.4% | -4.2% | +0.8% | -3.0% |
| 30D | +0.6% | -2.1% | +2.6% | +0.7% |
| 3M | +2.5% | +13.8% | -11.2% | +1.4% |
| 6M | +10.8% | -10.6% | +21.4% | +15.8% |
| YTD | +30.5% | -8.1% | +38.6% | +35.2% |
| 1Y | +68.1% | -18.0% | +86.1% | +79.6% |
| All | +68.1% | -20.3% | +88.4% | +79.6% |
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