-24.1%
RKT vs RMD
+33.5%
-57.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -9.0% | +2.1% | -11.0% | -9.6% |
| 30D | +30.2% | +2.1% | +28.1% | +28.8% |
| 3M | -8.8% | +6.2% | -15.1% | -11.2% |
| 6M | -0.9% | +19.4% | -20.3% | -7.8% |
| YTD | -29.2% | +0.5% | -29.7% | -30.2% |
| 1Y | -20.1% | -3.9% | -16.1% | -20.0% |
| 3Y | +81.3% | +72.5% | +8.8% | +45.2% |
| 5Y | -6.6% | -1.5% | -5.1% | -14.6% |
| All | -24.1% | +33.5% | -57.7% | -32.1% |
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