+103.5%
RIO vs RMD
-22.9%
+126.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +1.0% | -4.7% | +5.7% | +1.8% |
| 30D | +4.0% | +0.2% | +3.8% | +3.9% |
| 3M | +4.5% | +12.0% | -7.5% | +2.3% |
| 6M | +17.3% | -12.5% | +29.9% | +19.9% |
| YTD | +36.2% | -7.9% | +44.1% | +37.7% |
| 1Y | +76.1% | -20.4% | +96.5% | +82.7% |
| 3Y | +102.5% | +53.1% | +49.4% | +82.8% |
| 5Y | +103.5% | -22.1% | +125.7% | +96.7% |
| All | +103.5% | -22.9% | +126.4% | +96.7% |
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