-38.9%
ROL vs RMD
-20.7%
-18.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -3.3% | -4.7% | +1.5% | -2.2% |
| 30D | -7.2% | +0.2% | -7.5% | -7.4% |
| 3M | -27.0% | +12.0% | -39.0% | -30.4% |
| 6M | -39.5% | -12.5% | -27.0% | -37.4% |
| YTD | -41.8% | -7.9% | -33.9% | -40.6% |
| 1Y | -38.9% | -20.4% | -18.5% | -34.7% |
| All | -38.9% | -20.7% | -18.2% | -34.7% |
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