-20.1%
RKT vs RMD
-3.5%
-16.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -9.0% | +2.1% | -11.0% | -9.7% |
| 30D | +30.2% | +2.1% | +28.1% | +27.6% |
| 3M | -8.8% | +6.2% | -15.1% | -12.5% |
| 6M | -0.9% | +19.4% | -20.3% | -11.1% |
| YTD | -29.2% | +0.5% | -29.7% | -33.6% |
| 1Y | -20.1% | -3.9% | -16.1% | -22.7% |
| All | -20.1% | -3.5% | -16.5% | -22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling