-25.7%
RKT vs RMD
+22.3%
-48.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -1.0% | -4.7% | +3.8% | +0.8% |
| 30D | -2.4% | +0.2% | -2.6% | -2.5% |
| 3M | +1.9% | +12.0% | -10.1% | -2.3% |
| 6M | -13.9% | -12.5% | -1.3% | -10.1% |
| YTD | -30.6% | -7.9% | -22.7% | -29.1% |
| 1Y | -34.4% | -20.4% | -14.0% | -29.7% |
| 3Y | +38.2% | +53.1% | -14.9% | +15.8% |
| 5Y | -9.7% | -22.1% | +12.5% | -14.3% |
| All | -25.7% | +22.3% | -48.0% | -31.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling