+214.7%
ROL vs RMD
+340.4%
-125.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +3.4% | +3.1% | +0.3% | +2.6% |
| 30D | +20.8% | +1.8% | +19.0% | +20.1% |
| 3M | +3.7% | +6.7% | -3.0% | +1.7% |
| 6M | -27.7% | +13.9% | -41.6% | -30.7% |
| YTD | -34.9% | -2.0% | -32.9% | -35.2% |
| 1Y | -33.3% | -5.4% | -27.9% | -33.0% |
| 3Y | +4.3% | +67.4% | -63.1% | -13.1% |
| 5Y | +15.0% | -5.7% | +20.7% | +11.0% |
| 10Y | +214.7% | +338.4% | -123.7% | +109.0% |
| All | +214.7% | +340.4% | -125.7% | +109.0% |
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