+90.7%
RIO vs RMD
-4.0%
+94.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.4% | +0.2% |
| 7D | +0.5% | -0.8% | +1.3% | +0.6% |
| 30D | -9.9% | +1.7% | -11.6% | -10.3% |
| 3M | -14.0% | +6.4% | -20.4% | -15.1% |
| 6M | -19.5% | +20.7% | -40.2% | -22.5% |
| YTD | +11.5% | -0.2% | +11.7% | +11.1% |
| 1Y | +26.9% | -4.5% | +31.4% | +27.4% |
| 3Y | +55.1% | +70.5% | -15.4% | +37.2% |
| 5Y | +90.7% | -1.6% | +92.3% | +82.6% |
| All | +90.7% | -4.0% | +94.7% | +82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling