+54.9%
RIO vs RMD
+68.2%
-13.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.3% |
| 7D | +0.5% | -0.8% | +1.3% | +0.6% |
| 30D | -9.9% | +1.7% | -11.6% | -10.2% |
| 3M | -14.0% | +6.4% | -20.4% | -14.9% |
| 6M | -19.5% | +20.7% | -40.2% | -21.9% |
| YTD | +11.5% | -0.2% | +11.7% | +11.5% |
| 1Y | +26.9% | -4.5% | +31.4% | +27.8% |
| All | +54.9% | +68.2% | -13.3% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling