+9,569.4%
RMD vs AU
+783.5%
+8,786.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -3.1% |
| 7D | -4.5% | -0.3% | -4.2% | -4.4% |
| 30D | +4.6% | +12.8% | -8.2% | +3.6% |
| 3M | +14.8% | +28.5% | -13.7% | +12.2% |
| 6M | -12.1% | +4.8% | -16.9% | -13.0% |
| YTD | -7.5% | +31.0% | -38.4% | -10.3% |
| 1Y | -20.1% | +81.4% | -101.5% | -24.7% |
| 3Y | +53.9% | +618.4% | -564.5% | +28.2% |
| 5Y | -22.2% | +686.3% | -708.5% | -36.5% |
| 10Y | +268.2% | +664.5% | -396.3% | +191.6% |
| All | +9,569.4% | +783.5% | +8,786.0% | +7,433.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling